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TSI #1: Semiconductor Terminology

7 min read 22 May 2022
AMAT
9 min read 22 May 2022

TSI #2.0: Applied Materials

7 min read 17 May 2022

Part 2 Of Mini Security Series: Entry Barriers

(Free) monday.com: Beats 1Q22 Expectations & Demonstrating Enterprise Appeal
MNDY
8 min read 17 May 2022

(Free) monday.com: Beats 1Q22 Expectations & Demonstrating Enterprise Appeal

Read the report for free on Seeking Alpha.
(Free) Can Palantir Replicate The Success Of Intel, Microsoft, Apple, And Amazon?
PLTR
10 min read 16 May 2022

(Free) Can Palantir Replicate The Success Of Intel, Microsoft, Apple, And Amazon?

Read the report for free on Seeking Alpha.
2 min read 16 May 2022

Compound Startup Vs. Focus Startup - A New Way To Assess The Long Term Winners?

Rippling is another startup that we are keeping a close eye on for its speed of innovation and clear visibility to take over major industry giants in productivity, HRM, and employee & IT operation SaaS , including Workday (WDAY). Parker Conrad is a rare personality in that he first founded a
PLTR
6 min read 11 May 2022

Notes & Framework For A PLTR Presentation

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