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Cloudflare, edge AI accelerating the revenue flywheel

Nov 21 •

Cadence & Synopsys, next winners from AI

What's next in EDA

Nov 5 •

Problems for Adyen and Paypal in the competitive payments landscape

Thoughts on the industry

Sep 17 •

Uber, transforming into a cash-flow machine

Thoughts post Q2

Aug 20 •

Alphabet, thoughts post Q2

The attractive compounder

Aug 7 •

Samsara capital markets day

One to keep an eye on

Jun 28 •

Palo Alto Networks, the consolidator in cybersecurity

Projected IRR north of 13%

Jun 10 •

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