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Industry: Enterprise Software


A Tale of Two Cybersecurity Leaders

Jun 10, 2024


A Few Open-Source Investment Ideas

Apr 8, 2024

Guest writer Anand Khatri introduces several open-source investing ideas.


Contest Matchup #3: The Trade Desk vs Palantir

Mar 12, 2024

Two smart companies who are embracing AI to become even smarter. Which will be the wiser investment for 2024?


ZoomInfo: Time for a Turnaround?

Jan 11, 2024

The sales platform looks primed for a turnaround.


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

Dec 11, 2023

7investing advisor Anirban Mahanti shares his thoughts about TaskUs' most recent quarterly results.


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

Dec 6, 2023

7investing advisor Anirban Mahanti breaks down the cybersecurity leader's recent results.


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

Nov 21, 2023

Things are changing quickly at OpenAI; which is becoming par for the course in the software world.


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

Nov 6, 2023

The "data in motion" innovator got punished by the market for weak guidance. Is this a buying opportunity for investors?


C3 AI Knows How to Deploy AI at Scale. It…

May 10, 2023

C3.AI's Chief Executive Tom Siebel is a Silicon Valley billionaire who knows how to deploy technology at scale. That could make the company an intriguing investment opportunity.


Geoff Hinton Issues a Dire Warning: “AI is an Existential…

May 5, 2023

The "godfather of deep learning" unexpectedly stepped down from Google and then sent a dire warning to the world. Now's an important time to be paying attention.


Microsoft Is Late to the AI Party. But At Least…

Apr 18, 2023

Microsoft introduces its new "Athena" chip to power its machine learning workloads. This will make the already-crowded AI party even more interesting.


Enterprise Software: Time To Be Fearful Or Greedy?

Dec 2, 2022

Enterprise software stocks have experienced quite the battering. And it appears there is no end to this shellacking with many earnings reports driving the stocks further down. Is enterprise software...