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Investianalyst

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  • The cybersecurity industry has over 4000 vendors and $200B+ in enterprise spending, yet: - Fewer than <20 companies drive 65% of that spending - Only <7 public companies are over a $10B market cap - The largest vendor holds only a 9% market sh
    The cybersecurity industry has over 4000 vendors and $200B+ in enterprise spending, yet:  - Fewer than <20 companies drive 65% of that spending - Only <7 public companies are over a $10B market cap - The largest vendor holds only a 9% market sh
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  • اجتاحت مواقع التواصل الاجتماعي خلال الأيام الأخيرة حملة شعبية تحت وسم "ماغنصوتش على الأحرار"، دعا من خلالها نشطاء إلى مقاطع.ة التصويت على حزب التجمع الوطني للأحرار في الاستحقاقات المقبلة. ويبرر المشاركون في الحملة الرقمية موقفهم بسبب ما عاشه المغاربة
    اجتاحت مواقع التواصل الاجتماعي خلال الأيام الأخيرة حملة شعبية تحت وسم 'ماغنصوتش على الأحرار'، دعا من خلالها نشطاء إلى مقاطعة التصويت على حزب التجمع الوطني للأحرار في الاستحقاقات المقبلة. ويبرر المشاركون في الحملة الرقمية موقفهم بسبب ما عاشه المغاربة
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  • CyberArk increasingly becoming a multi-bagger. This name has been overlooked for a long-time. CyberArk is finally one of the few cybersecurity companies growing over 30% in a difficult economic environment. CyberArk reported Q2 revenue of $224.7M,
    CyberArk increasingly becoming a multi-bagger.   This name has been overlooked for a long-time. CyberArk is finally one of the few cybersecurity companies growing over 30% in a difficult economic environment.  CyberArk reported Q2 revenue of $224.7M,
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  • المازوط على أبواب 16 درهم، وبنادم فرحان مع مول المازوط.
    المازوط على أبواب 16 درهم، وبنادم فرحان مع مول المازوط.
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  • AI-Generated code impact for Snyk: "40% YoY growth but in the last qtr accounted for 70% of net new additions" is wild. In my research, I'm seeing this across the board. AI's biggest impact is within code, and subsequently, it will drive security s
    AI-Generated code impact for Snyk: '40% YoY growth but in the last qtr accounted for 70% of net new additions' is wild.   In my research, I'm seeing this across the board. AI's biggest impact is within code, and subsequently, it will drive security s
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