Reflections: Platform Vs. Point BoB In Enterprise Tech
Summary
* The debate between focused startups and compounded startups in the enterprise
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Updates: PLTR – The LLM Enabler For Enterprise (Pt.2)
Summary
* AIP is PLTR's catalyst to roaring success, though in
Updates: Monday 4Q23 - Continued Great Execution
Summary
* MNDY continues with excellent execution at the top and bottom lines.
Investor Guide: Forecasting Terminal FCF Margin Of B2B Software Companies (Pt.3)
Summary
* The report introduces the Terminal Opex & Capex Framework for estimating
Updates: MNDY 2Q23 - Finding Great Operating Leverage
Summary
* MNDY continues to delight investors by delivering excellent operating leverage while