The Stock Universe

In this fourth part of the cybersecurity series with Convequity we delve into cloud security, a pivotal pillar of cybersecurity in the modern era. We discuss key technologies and concepts such as agentless versus agent-based security, as well as shift-left security, covering the most promising names in the space from the public to the soon-to-IPO companies. Convequity is a Tech equity research company that truly understands product, architecture, and vision. Find out more at http://www.convequity.com/ Twitter: @convequity

This third episode of the cybersecurity series with Convequity is a deep dive into security operations. We look at concepts like firewall, EDR, and XDR and take a look at the companies competing in this space. Especially CrowdStrike, SentinelOne, and Palo Alto Networks. Convequity is a Tech equity research company that truly understands product, architecture, and vision. Find out more at http://www.convequity.com/ Twitter: @convequity

This second episode of the cybersecurity series with Convequity is a deep dive into network security. It contains deep dives on Zscaler, Palo Alto Networks, Fortinet, Cloudflare, and Netskope. We also look at Broadcoms ambitions with the VWware acquisition. The cybersecurity experts, Simon and Jordan, from Convequity, explain concepts like SASE, SSE, SWG, ZTNA, CASB, SD-WAN, and look at the technological advantages and disadvantages of the above-mentioned companies, that are competing for leadership in this massive and growing market. Convequity is a Tech equity research company that truly understands product, architecture, and vision. Find out more at http://www.convequity.com/ Twitter: @convequity

Bitcoin miner analyst Anthony Power discusses investing in Bitcoin mining, the general crypto market, and the adoption of Bitcoin as an official currency in countries like Paraguay and El Salvador. He also highlights the social and environmental benefits of Bitcoin mining with renewable energy, the size and growth of Bitcoin mining companies, and investment opportunities in the industry. The progression of Bitcoin price and its correlation with news stories, including Elon Musk's statements, is also analyzed.

Antonio Linares, investor and AI enthusiast, shares his thesis on Palantir, Tesla, and Blackberry. Topics include creating wealth using AI, building marketplace platforms, the potential impact of AI on society, investment potential of Blackberry and Tesla, Tesla's success in manufacturing, and Palantir's role in operational optimization.

The first episode is about cybersecurity with Jordan and Simon from Convequity. Simon and Jordan explain the development of cybersecurity, the impact of the years with Covid-19, and the difference between network security, cloud security, endpoint protection, and identity security.  The next four episodes will be a deep dive into each of these four categories including a look at the companies competing in the different categories of cybersecurity.  Convequity is a Tech equity research company that truly understands product, architecture, and vision. Find out more at http://www.convequity.com/

In today's episode, we talk about macro. The Stock Universe is joined by Alfonso Peccatiello from The Macro Compass. Alfonso shares his view on where we are in the economic cycle, The concept of liquidity, what inflation means for this cycle, and the recent run-up in tech stocks. We also get Alfonso's take on the markets going forward for the rest of 2023. The Macro Compass: www.themacrocompass.com Disclaimer: Nothing discussed on The Stock Universe should be considered investment advice. Please always do your own research and speak to a financial adviser before making investment decisions.