Industry: Enterprise Software
Article
Cloud Computing Checkin: The November 2022 Edition
Oct 31, 2022
Anirban's quarterly cloud computing checkin looks at how Amazon Web Services, Microsoft Azure, and Google Cloud Computing are growing ... and what we can learn about the broader Cloud Computing space...
Enterprise Software
Article
One Idea For Your Watchlist: Confluent
Oct 24, 2022
Anirban discusses why Confluent is worthy of a position in your watch list ...
Enterprise Software
Article
The “Buy Versus Build” Decision
Oct 23, 2022
The digital world moves quickly. How should companies approach innovation?
Enterprise Software
Article
Krzysztof’s Top Stock for October 2022
Oct 1, 2022
7investing Lead Advisor Krzysztof’s Top Stock to Buy in October is a company growing revenue at triple digits, with a business that has multiple ways to win during rough macroeconomic conditions.
Enterprise Software
Article
Is Macro Finally Catching Up With Enterprise Software?
Sep 10, 2022
Anirban checks in on enterprise software behemoths Microsoft & Salesforce to see how they are managing macroeconomic headwinds...
Enterprise Software
Article
Matt’s Top Stock for September 2022
Sep 1, 2022
7investing Lead Advisor Matthew Cochrane’s top stock recommendation in September has one of the best customer retention records in enterprise software, keeping clients for years, if not decades, on...
Enterprise Software
Article
Paycom: A Boring Compounder For The Watchlist
Aug 17, 2022
Payroll processing might be boring but for Paycom shareholders returns have been anything but boring. What does the future look like for Paycom?
Enterprise Software
Article
Cloud Computing Checkin: The August 2022 Edition
Aug 8, 2022
Anirban's quarterly cloud computing checkin looks at how Amazon Web Services, Microsoft Azure, and Google Cloud Computing are growing ... and what we can learn about the broader Cloud Computing space...
Enterprise Software
Article
On The Hidden Profitability Of Software Companies
Jun 25, 2022
Many early stage enterprise software companies aren’t profitable. Anirban discusses one approach to understanding the underlying profitability of these businesses.
Enterprise Software
Article
Is Enterprise Software Immune to Macro Challenges?
Jun 16, 2022
A look at how enterprise software is navigating the macro economic turmoil.
Enterprise Software
Article
Is Cybersecurity Recession Proof?
Jun 10, 2022
The cybersecurity state-of-the-union ...
Enterprise Software
Article
Steve’s Top Stock for June 2022
Jun 1, 2022
7investing Lead Advisor Steve Symington’s top stock to buy in June 2022 is a business that’s well-positioned to benefit from cloud computing growth and enterprise digital transformation. Its share...
Enterprise Software
Article
Anirban’s Top Stock for June 2022
Jun 1, 2022
7investing Lead Advisor Anirban Mahanti’s top stock to buy in June 2022 is a leader in the software as a service industry, with strong operating and free cash flow margin, robust growth, and a long...
Enterprise Software
Article
Is SoFi Primed for Earnings Acceleration?
May 25, 2022
With its bank charter in place and broad-based strength across its segments, the up-and-coming fintech is about to reach an inflection point for earnings growth.
Enterprise SoftwareArticle
Is the Future Of Cloud Computing Cloudy?
May 7, 2022
We dive into the latest results of Amazon's Web Services, Microsoft Azure, and Google Cloud Computing to understand the state-of-the-cloud...
Enterprise Software