Public discussions on Twitter Spaces that were recorded. See also the Media appearances on podcasts and YouTube.
June 2021
- 6/27/21 Twitter Space to cover Cybersecurity, hosted by @MaxTheComrade, as part of his Financial Fitness series. I provided an industry overview at start, and then discussed Cloudflare and Q&A at end. See this Twitter post for times.
- Part 1 - Industry, CrowdStrike, VMWare, Fortinet, Zscaler: Listen to an annotated mp3 recording, or as podcast on Apple, Spotify, or YouTube.
- Part 2 - Zscaler, Cloudflare, wrapup and Q&A: Listen to an annotated mp3 recording, or as podcast on Apple, Spotify or YouTube. - 6/3/21 Twitter Space for earnings coverage of CrowdStrike, hosted by @MaxTheComrade, with @StockNovice, @FromValue, and others. Listen to a mp3 recording, or as podcast on Apple, Spotify or YouTube.
May 2021
- 5/12/21 Twitter Space to deep dive into Edge Networks, hosted by @InvestiAnalyst. Listen to a mp3 recording, or as podcast on Apple, Spotify or Youtube.
- 5/7/21 Twitter Space for earnings coverage of Cloudflare, plus Datadog (by @StackInvesting), and Roku (by @dhaval_kotecha). Listen to an annotated mp3 recording, or as podcast on Apple, Spotify or YouTube.
April 2021
- 4/20/21 Twitter Space to cover Snowflake Q&A, with @StockNovice. Listen to a mp3 recording.