Industry: 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 ...

By Anirban Mahanti

Enterprise Software

Article

The “Buy Versus Build” Decision

Oct 23, 2022

The digital world moves quickly. How should companies approach innovation?

By Simon Erickson

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.

By Krzysztof Piekarski

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...

By Anirban Mahanti

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...

By Matthew Cochrane

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?

By Anirban Mahanti

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...

By Anirban Mahanti

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.

By Anirban Mahanti

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.

By Anirban Mahanti

Enterprise Software

Article

Is Cybersecurity Recession Proof?

Jun 10, 2022

The cybersecurity state-of-the-union ...

By Anirban Mahanti

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...

By Steve Symington

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...

By Anirban Mahanti

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.

By Steve Symington

Enterprise Software