JAMF

August Newsletter: TWLO, TIXT, JAMF, & PANW

17 min read 02 Sep 2021

31 min read 28 Aug 2021

Semis & AI Series, Pt 1. Intel: History Repeat Or Contrarian Value Play?

BCH

19 min read 14 Aug 2021

Crypto Series, Pt 1. BTC & BCH

9 min read 02 Aug 2021

July Newsletter

FB

5 min read 29 Jul 2021

Quick Takes: Facebook

S

23 min read 28 Jul 2021

Initial Thoughts: SentinelOne

DBX

32 min read 16 Jul 2021

Dropbox: Value Play With Turnaround Upside Potential