F5 Inc: Initiation of Coverage – Business Strategy & Key Drivers
This is our first report on F5 Inc, a well-known provider of multi-cloud security and application delivery that helps businesses connect to their...
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U.S. Equities: Upside Momentum Lost, But Not Breaking Down
In today's report we highlight key levels and several metrics we are watching that will provide us clues as to where the S&P 500 is headed...
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U.S. Equity Strategy: Up and to the Right
In this publication we outline our U.S. equity strategy, and provide a detailed analysis and actionable ideas within each of our 12 Sectors. The...
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Cloudflare IPO Valuation Analysis
CloudFlare (NET US), which announced its IPO price range ($10 to $12 per share) on September 3rd, is ready to complete its IPO in the next few...
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Cloudflare IPO Quantamentals: Who Pays the Cost of Free?
CloudFlare (NET US) has rapidly achieved scale in the content delivery network (CDN) space by offering a high quality free product for startups and...
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