The Stock Universe

In this fourth part of the cybersecurity series with Convequity we delve into cloud security, a pivotal pillar of cybersecurity in the modern era. We discuss key technologies and concepts such as agentless versus agent-based security, as well as shift-left security, covering the most promising names in the space from the public to the soon-to-IPO companies.

Convequity is a Tech equity research company that truly understands product, architecture, and vision.

Twitter: @convequity

This third episode of the cybersecurity series with Convequity is a deep dive into security operations. We look at concepts like firewall, EDR, and XDR and take a look at the companies competing in this space. Especially CrowdStrike, SentinelOne, and Palo Alto Networks.

Convequity is a Tech equity research company that truly understands product, architecture, and vision.

Twitter: @convequity

This second episode of the cybersecurity series with Convequity is a deep dive into network security. It contains deep dives on Zscaler, Palo Alto Networks, Fortinet, Cloudflare, and Netskope. We also look at Broadcoms ambitions with the VWware acquisition. The cybersecurity experts, Simon and Jordan, from Convequity, explain concepts like SASE, SSE, SWG, ZTNA, CASB, SD-WAN, and look at the technological advantages and disadvantages of the above-mentioned companies, that are competing for leadership in this massive and growing market.

Convequity is a Tech equity research company that truly understands product, architecture, and vision.
Find out more at http://www.convequity.com/

Twitter: @convequity

Listen to this interview episode with Bitcoin miner analyst Anthony Power. He's a Bitcoin miner analyst with many takes on this space's investment possibilities. We also talk about the general crypto market, and where it's possibly going.

Find Anthony at:

https://twitter.com/cazenove_UK

Listen to the first episode of the podcast interview series of Antonio Linares where he asks the question; How does humanity create wealth using AI? He also gives his thesis on Palantir, Tesla, and Blackberry. This podcast series investigates Antonio and his thesis on AI and Large Language Models (LLMs).

Find Antonio Linares at:

Twitter: https://twitter.com/alc2022

Substack: https://substack.com/@antonio

The first episode is about cybersecurity with Jordan and Simon from Convequity. Simon and Jordan explain the development of cybersecurity, the impact of the years with Covid-19, and the difference between network security, cloud security, endpoint protection, and identity security. 

The next four episodes will be a deep dive into each of these four categories including a look at the companies competing in the different categories of cybersecurity. 

Convequity is a Tech equity research company that truly understands product, architecture, and vision. Find out more at http://www.convequity.com/

In today's episode, we talk about macro. The Stock Universe is joined by Alfonso Peccatiello from The Macro Compass. Alfonso shares his view on where we are in the economic cycle, The concept of liquidity, what inflation means for this cycle, and the recent run-up in tech stocks. We also get Alfonso's take on the markets going forward for the rest of 2023.

The Macro Compass: www.themacrocompass.com

Disclaimer: Nothing discussed on The Stock Universe should be considered investment advice. Please always do your own research and speak to a financial adviser before making investment decisions.