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[EVBG – Everbridge] The ERP of Enterprise Safety

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[PANW – Palo Alto Networks] Thoughts on cybersecurity and stock-based compensation

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[Sirius/Pandora – SIRI; Spotify – SPOT] Long-term relevance, long-term dominance

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[ALGN – Align Technology] Process Advantages

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[OKTA – Okta] Owning Identity

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[ICE, NDAQ, CME, CBOE] Exchange Operators: Fragmentation and New Points of Differentiation

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[WDAY, CDAY, PAYC, ULTI, ORCL, SAP] Workday and Competitive Dynamics in HCM

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[COUP – Coupa Software] Savings-as-a-Service

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