Crowdstrike IPO: Protecting the Cloud but Not Your Portfolio
Crowdstrike Holdings Inc (CRWD US) is a cloud-based, endpoint security provider due to list on the 12th of Jun with an expected market cap of...
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Does SoftBank (9984 JP) = Masayoshi Son?
In this note, we consider the issues around key man risk and discuss to what extent Softbank Group (9984 JP) exists with or without the leadership...
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U.S. Equity Strategy:
The last several months have been that of digestion and consolidation. While Sector and group leadership have taken a back seat to stock selection,...
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Palo Alto and Netskope Said to Be Receiving M&A Interest as Security Vendors Grapple with Cloud
Palo Alto Networks, a security company in Palo Alto, California, and private software vendor Netskope, are receiving M&A interest as security...
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Trump Executive Order Addresses Executive Branch, Critical Infrastructure Cybersecurity
President Donald J. Trump issued an Executive Order on May 11, 2017 aimed at “Strengthening the Cybersecurity of Federal Networks and Critical...
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