Enterprise Software

Is Cloudflare Too Perfectly Priced? Strategic Analysis and Investment Deep Dive ($NET)

In-depth equity research on Cloudflare’s strategic platform ambitions, competitive threats, and long-term investment case

Jul 29 •

Confluent (CFLT) Stock Analysis - Powering the Real-Time Revolution as the Enterprise Central Nervous System

In-depth analysis exploring CFLT's competitive moat, strategic positioning, and potential to capture outsized growth in the mission-critical real-time…

Jun 14 •

Catching a falling Snowflake - $SNOW Investment Thesis and Valuation Analysis

Now is an attractive time to start building a position in a high-quality name exposed to strong secular growth trends and with several meaningful growth…

Aug 9, 2024 •

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