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
- 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.
Snowflake
- A Warehouse for Warehouses (Oct-21)
- Snowflake Q422 Earnings (Mar-22)
Datadog
- Datadog review (Apr-20)
- Datadog Q120 Earnings (May-20)
- Datadog Q220 Earnings (Sep-20)
- Datadog Q420 Earnings (Feb-21)
- Datadog Q121 Earnings (May-21)
- Datadog Q221 Earnings (Aug-21)
- Datadog Q321 Earnings (Nov-21)
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)
- Twilio Q419 Earnings (Feb-20)
- Twilio Announces Communications Solutions for COVID-19 (Mar-20)
- Twilio Q120 Earnings (May-20)
- Twilio Q220 Earnings (Aug-20)
- Twilio Q320 Earnings (Nov-20)
- Twilio Q121 Earnings (Jun-21)
- Twilio Q221 Earnings (Sep-21)
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
- Cloudflare Q321 Earnings (Dec-21)
Fastly
- Fastly review (Jan-20)
- Fastly Q419 Earnings (Feb-20)
- Fastly Q120 Earnings (May-20)
- Fastly Edge Compute Explained (Jul-20)
- Fastly Q220 Earnings (Aug-20)
- Fastly and Signal Sciences (Sep-20)
- Fastly Q320 Earnings (Nov-20)
MongoDB
- MongoDB to Benefit from NoSQL Tailwinds (Jan-20)
- MongoDB at Needham Growth Conf (Jan-20)
- MongoDB Q420 Earnings (Mar-20)
- MongoDB Q121 Earnings (Jun-20)
- Examining Application Data Platforms – Part 1 (Jul-21) looked at MongoDB Atlas and other cloud-native database platforms
- MongoDB Q322 Earnings – A Broadening Data Platform Is Driving Growth (Feb-22) after he re-entered a position
Elastic
- Elastic review (Feb-20)
- Elastic Q420 Earnings (Jun-20)
- Elastic Q121 Earnings (Oct-20)
- Elastic Q221 Earnings (Dec-20)
Okta
- Okta review (May-20)
- Okta Q121 Earnings (Jun-20)
DocuSign
- DocuSign review (Apr-20)
- DocuSign Q121 Earnings (Jun-20)
- DocuSign Q220 Earnings (Oct-20)
- DocuSign Q320 Earnings (Dec-20)
Alteryx
- Alteryx review (Dec-19)
- Alteryx at Needham Growth Conf (Jan-20)
- Alteryx Q419 Earnings (Feb-20)
- Alteryx Returns to Leader in Gartner MQ (Feb-20)
- Alteryx Q120 Earnings (May-20)
- Alteryx Q220 Earnings (Sep-20)
Page last updated 03/31/22.