I highly recommend the coverage from Peter Offringa at Software Stack Investing, who covered many of these same stocks extensively. You can also follow him on Twitter at @StackInvesting.
Investment Thesis
- First Principles (Sep-19)
- Characteristics of Software Stock Selection (Oct-19)
- Why I Like High DBNERs (Dec-19)
- Insights from Sumo Logic’s Continuous Intelligence Report (Dec-19)
- Implications of 2020 Priorities for CIOs (Jan-20)
- Insights from Microsoft Earnings (Jan-20)
- Considering Platform Plays (Apr-20)
- Independent Software Providers and the Cloud Vendors (Jul-20) looked at how enterprise services are shifting into SaaS platforms that can span the cloud providers
- Evolving Architectures for Transactional Data Storage (Jan-21) covered the types of databases that are emerging as cloud-native services – heavily focusing on MongoDB, Elastic, Confluent, and Snowflake
- Decentralization Effects (Jul-21) looked at the decentralization trends across networks, apps, and data – heavily focusing on Fastly, Cloudflare, and Zscaler
- 2021 Year End Review (Jan-22) detailed his investment thesis, with lessons learned over 2021.
- Does Karma Count When Evaluating Tech Companies? (Jul-22)
- Revisiting IT Platform Consolidation (Sep-22)
- A Potential Silver Lining from Recent Tech Layoffs (Dec-22)
Current Coverage
Snowflake
- A Warehouse for Warehouses (Oct-21)
- Q422 Earnings (Mar-22)
- Snowflake's Powered By Program (Apr-22)
- Q123 Earnings (May-22)
- Capital One Launched B2B Consultancy for Snowflake Users (Jun-22)
- Snowflake Cybersecurity Workload (Jun-22)
- Snowflake Summit 2022 - Product Announcements (Jun-22)
- Databricks Data + AI Summit 2022 (Jul-22)
- Q223 Earnings (Aug-22)
- Cybersecurity Vertical and the Powered By Program (Oct-22)
- Take-aways from Snowday (Nov-22)
- Q323 earnings (Dec-22)
- Q423 earnings (Mar-23)
Datadog
- Datadog review (Apr-20)
- Q120 Earnings (May-20)
- Q220 Earnings (Sep-20)
- Q420 Earnings (Feb-21)
- Q121 Earnings (May-21)
- Q221 Earnings (Aug-21)
- Q321 Earnings (Nov-21)
- Datadog Launches App Security Monitoring (Apr-22)
- Q122 Earnings (May-22)
- Datadog Named a Leader in 2022 Gartner MQ (Jun-22)
- Datadog Launches Observability Pipelines (Jun-22)
- Q222 Earnings (Aug-22)
- Dash 2022 recap (Oct-22)
- Q322 Earnings (Nov-22)
- Q422 Earnings (Mar-23)
Cloudflare
- Cloudflare Serverless Week Unpacked (July-20)
- The Invisible Hand of Product Agility and TAM Expansion (Oct-21) looked at product cadence and Birthday Week announcements
- Q321 Earnings (Dec-21)
- Microsoft Edge Secure Network and Cloudflare (Apr-22)
- Q122 Earnings (May-22)
- Cloudflare Platform Week Recap - Data (May-22)
- Cloudflare Platform Week Recap - Workers (May-22)
- Cloudflare One Week in Review (Jun-22)
- Q222 Earnings (Aug-22)
- Cloudflare GA Week Recap (Sep-22)
- Cloudflare Birthday Week Recap (Oct-22)
- Q322 earnings (Nov-22)
- Q422 earnings (Feb-23)
MongoDB
- MongoDB to Benefit from NoSQL Tailwinds (Jan-20)
- MongoDB at Needham Growth Conf (Jan-20)
- Q420 Earnings (Mar-20)
- Q121 Earnings (Jun-20)
- Examining Application Data Platforms – Part 1 (Jul-21) looked at MongoDB Atlas and other cloud-native database platforms
- Q322 Earnings – A Broadening Data Platform Is Driving Growth (Feb-22) after he re-entered a position
- Q123 Earnings (Jun-22)
- MongoDB World 2022 - Product Announcements (Jun-22)
- MongoDB v6.0 Released (Jul-22)
- Q223 Earnings (Sep-22)
- Q323 Earnings (Dec-22)
Hyperscalers
- Hyperscalers - Friend or Foe? (Apr-22) vs CrowdStrike, Datadog, MongoDB, Confluent, and Snowflake
- Oracle Cloud in Hypergrowth (Sep-22)
- Q3 2022 earnings (Nov-22)
- Q4 2022 earnings (Feb-23)
Other companies
- Confluent dive (Jan-23)
- ServiceNow dive (Jan-23)
- Gitlab dive (Jul-22)
- Avalara dive (Feb-21)
- PagerDuty dive (Feb-20)
Past Coverage
Fastly
- Fastly review (Jan-20)
- Q419 Earnings (Feb-20)
- Q120 Earnings (May-20)
- Fastly Edge Compute Explained (Jul-20)
- Q220 Earnings (Aug-20)
- Fastly and Signal Sciences (Sep-20)
- Q320 Earnings (Nov-20)
- Q222 Earnings (Aug-22)
- Watching for a turn around (Dec-22)
Zscaler
- Q422 Earnings (Sep-22)
- Zscaler Zenith Live Conference 2022 (Jul-22)
Elastic
- Elastic review (Feb-20)
- Q420 Earnings (Jun-20)
- Q121 Earnings (Oct-20)
- Q221 Earnings (Dec-20)
- Elastic's ambitious growth plan (Jan-23)
Okta
- Okta review (May-20)
- Q121 Earnings (Jun-20)
- Okta's latest (Jan-23)
DocuSign
- DocuSign review (Apr-20)
- Q121 Earnings (Jun-20)
- Q220 Earnings (Oct-20)
- Q320 Earnings (Dec-20)
Alteryx
- Alteryx review (Dec-19)
- Alteryx at Needham Growth Conf (Jan-20)
- Q419 Earnings (Feb-20)
- Alteryx Returns to Leader in Gartner MQ (Feb-20)
- Q120 Earnings (May-20)
- Q220 Earnings (Sep-20)
Smartsheet
- Smartsheet review (Dec-19)
- Q420 Earnings (Mar-20)
- Q121 Earnings (Jul-20)
Zendesk
- Zendesk review (Jan-20)
- Q419 Earnings (Feb-20)
- Zendesk Product Announcements and Analyst Event (Mar-20)
- Q120 Earnings (May-20)
Twilio
- Twilio review (Nov-19)
- Investing Implications of Low Code Development (Nov-19)
- Twilio updates (Dec-19)
- Analysts Name Twilio Top Pick for 2020 (Jan-20)
- Morgan Stanley Updates on CPaaS Stocks (Jan-20)
- The API Economy and Twilio (Jan-20)
- Q419 Earnings (Feb-20)
- Twilio Announces Communications Solutions for COVID-19 (Mar-20)
- Q120 Earnings (May-20)
- Q220 Earnings (Aug-20)
- Q320 Earnings (Nov-20)
- Q121 Earnings (Jun-21)
- Q221 Earnings (Sep-21)
- Checking in on Twilio (Aug-22)
Page last updated 03/30/23.