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The Stock Universe
Mads Christiansen & Mathias Boe
7 episodes
1 week ago
Welcome to The Stock Universe podcast with hosts Mads Christiansen, Fund Manager at NewDeal Invest, and Mathias Boe, former pro badminton player turned private investor. Join them as they explore the thrilling world of tech stocks, discussing trends, analyzing emerging technologies, and providing valuable insights for informed investment decisions. Get ready for an educational and entertaining journey through the stock market's tech universe. Tune in now!
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Investing
Business
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All content for The Stock Universe is the property of Mads Christiansen & Mathias Boe and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to The Stock Universe podcast with hosts Mads Christiansen, Fund Manager at NewDeal Invest, and Mathias Boe, former pro badminton player turned private investor. Join them as they explore the thrilling world of tech stocks, discussing trends, analyzing emerging technologies, and providing valuable insights for informed investment decisions. Get ready for an educational and entertaining journey through the stock market's tech universe. Tune in now!
Show more...
Investing
Business
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#5 - Cybersecurity (pt. 2) featuring Convequity: Network security - Companies competing for leadership in a massive and growing market
The Stock Universe
1 hour 59 minutes 6 seconds
2 years ago
#5 - Cybersecurity (pt. 2) featuring Convequity: Network security - Companies competing for leadership in a massive and growing market

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

The Stock Universe
Welcome to The Stock Universe podcast with hosts Mads Christiansen, Fund Manager at NewDeal Invest, and Mathias Boe, former pro badminton player turned private investor. Join them as they explore the thrilling world of tech stocks, discussing trends, analyzing emerging technologies, and providing valuable insights for informed investment decisions. Get ready for an educational and entertaining journey through the stock market's tech universe. Tune in now!