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Research

  • By Published On: February 6, 2024

    How to Invest in Enterprise Software in 2024

    Enterprise software is so intriguing to investors. The rise of mega-platforms like Meta [...]

  • By Published On: December 11, 2023

    TaskUs is “Dirt Cheap”; My Review of its Q3 2023 Results

    TaskUs (Nasdaq: TASK) recently reported its third quarter earnings results. Here's my take [...]

  • By Published On: December 6, 2023

    My 7-Point Recap of Zscaler’s First-Quarter Results

    Here my quick 7-point recap of cybersecurity specialist Zscaler's (Nasdaq: ZS) first quarter [...]

  • By Published On: November 6, 2023

    Is Confluent’s Sell-Off A Buying Opportunity for Investors?

    Confluent’s (Nasdaq: CFLT) shares were take to the woodshed following the release of [...]

  • By Published On: November 1, 2023

    November 2023 Stock Rec #3

  • By Published On: November 1, 2023

    Confluent Deep Dive: November 2023

  • A pile of money.
    By Published On: July 1, 2023

    July 2023 Stock Rec #7

  • By Published On: April 1, 2023

    April 2023 Stock Rec #7

  • 7investing logo next to the Zscaler logo.
    By Published On: April 1, 2023

    Zscaler Deep Dive: April 2023

  • 7investing logo next to the Snowflake logo.
    By Published On: March 1, 2023

    Snowflake Deep Dive: March 2023

    Full Transcript: Coming soon!

  • HCM, human capital management
    By Published On: January 1, 2023

    January 2023 Stock Rec #6

  • By Published On: January 1, 2023

    Paycom Software Deep Dive: January 2023

  • By Published On: December 2, 2022

    Enterprise Software: Time To Be Fearful Or Greedy?

    Enterprise Software company CrowdStrike's (NASDAQ: CRWD) fiscal third quarter 2023 report was met [...]

  • By Published On: December 1, 2022

    December 2022 Stock Rec #6

  • By Published On: December 1, 2022

    ServiceNow Deep Dive: December 2022

  • Clouds in the sky and cloud computing icons displayed over them.
    By Published On: November 10, 2022

    The Road Ahead For Cloud Computing

    Digital transformation isn't just a buzzword, it is a reality. And cloud computing [...]