We don’t invest in stocks, we invest in companies. The arbitrary value of any stock...
In our recent article on BILL (BILL), which offers a cloud-based platform to automate various...
If artificial intelligence (AI) will transform our world, then that means software being used to...
Last year, we took a look at IBM’s pivot to act more like a high-growth...
“The interest we are seeing in our generative AI applications is staggering,” says C3 (AI)....
Checking in with stocks once a year seems to be the right cadence because it...
Question: If a short-seller releases a scathing report alleging questionable accounting practices by one of...
Samsara (IOT) shows strong growth in the face of turmoil. That’s what we concluded a...
The best stocks in your portfolio are those that require the least attention. Software-as-a–service (SaaS)...
Just over six years, we wrote a piece titled How to Invest in the Singularity...
It’s not just people who make irresponsible investment decisions that believe shorting should be made...
Understanding the evolution of enterprise software business models helps investors look beyond the sea of...
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Well Done!
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