Confluent (Pt.1) - Data Streaming Platform To Triumph The Middleware Industry
Summary
* Confluent is the category-defining vendor in the data streaming space with
CFLT
Investor Guide: Forecasting Terminal FCF Margin Of B2B Software Companies (Pt.2)
Summary
* Following on from Part 1, we are going to run Confluent,
Themes: Open-Core and Long-Term Alpha (Pt.4)
Summary
* This is the fourth and final part of the Open-Core series
Themes: Open-Core And Long-Term Alpha (Pt.2)
Summary
* Open-core data companies are thriving due to the unique demand landscape