Every few years, I parachute into the cybersecurity space and conclude my tour bewildered by the expanse of technology and reminded of familiar plotlines. There are new focal points and different players occupying the Magic Quadrant, but the basic script remains the same, with analysts and management teams touting arcane feature advantages, speculating on impending […]
Category Archives: [PANW] Palo Alto Networks
[SSD] Simpson Manufacturing
what did Warren Buffett see in Simpson Manufacturing?
The next time you find yourself at the site of a half-built home, direct your [...]
Continue reading →[WISE] Wise plc
Wise and the business of cross-border transfers: part 2
Related post:Wise and the business of cross-border transfers: part 1I concluded part 1 describing how, [...]
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Continue reading →[WISE] Wise plc
Wise and the business of cross-border transfers: part 1
Every year, consumers the world over move ~£2tn across borders, with roughly 2/3s of that [...]
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Continue reading →[AEP.V] Atlas Engineered Products
[AEP.V] Atlas Engineered Products
(taking a break from building products after this. Up next: a 2-parter on Wise)In part [...]
Continue reading →[BLDR] Builders FirstSource
Building materials: part 3a (BLDR, AEP.V)
Related posts:Building materials: part 1Building materials: part 2a (LPX, JHX)Building materials: part 2b (TREX, AZEK)In [...]
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