Research

  • By Published On: June 10, 2024

    A Tale of Two Cybersecurity Leaders

    Yesterday’s ransomware attack on a supplier to the UK's National Health Service, impacting several major [...]

  • By Published On: June 3, 2024

    Zscaler Deep Dive: June 2024

  • By Published On: June 1, 2024

    June 2024 Stock Rec #2

  • Digital technology, hands typing on a keyboard
    By Published On: April 8, 2024

    A Few Open-Source Investment Ideas

    This article appears from guest contributor Anand Khatri. Anand is the founder of [...]

  • By Published On: March 12, 2024

    Contest Matchup #3: The Trade Desk vs Palantir

    Two smart companies who are embracing AI to become even smarter. Which will [...]

  • 7investing logo next to the Salesforce logo.
    By Published On: March 4, 2024

    Salesforce Deep Dive: March 2024

  • By Published On: March 1, 2024

    March 2024 Stock Rec #2

  • 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: January 11, 2024

    ZoomInfo: Time for a Turnaround?

    ZoomInfo Technologies (Nasdaq: ZI) has been fighting uphill against a tough macro this [...]

  • By Published On: December 11, 2023

    Averting the SaaS Data Apocalypse with HYCU Founder & CEO Simon Taylor

    "What we realized is data protection was the last bastion of undisrupted technology." [...]

  • 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 8, 2023

    PayCom Software Deep Dive: December 2023

  • 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 [...]

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

    December 2023 Stock Rec #2

  • an image of a chessboard, with one king toppling the other
    By Published On: November 21, 2023

    OpenAI’s Meteoric Rise and Fall is a Reminder that Disruption Happens Quickly

    Its been an eventful and an emotional week for everyone at OpenAI. The [...]

  • 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 [...]