• SentinelOne is technically better than Crowdstrike according to the performance results of the MITRE ATT&CK Evaluation. • SentinelOne leverages greater automation and has an out-the-box solution that is proving to deliver a more scalable business model than Crowdstrike’s – evident in the former’s 127% YoY in 2Q22. • SentinelOne has a significant last-mover advantage and is using it to target Crowdstrike’s weak spots.
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
• The main source of alpha in the stock of SentinelOne is understanding the complexity. In this short report, we'll breakdown the knowledge barriers of the Antivirus industry and explain why SentinelOne has a better product than market-leading Crowdstrike. • Given SentinelOne’s out-of-the-box solution and Crowdstrike’s solution that requires substantial configuration adjustments, we surmise that the former has a more scalable business which bodes very well for future growth.
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