Earnings Premium: Monday Monday A quick look at Monday's earnings and some competitive moves. Operational Tooling MNDY ASAN SMAR MSFT TEAM HUBS FRSH
Operational Tooling Premium: Samsara Beyond A look at Samsara's Q125 and announcements at Beyond. IOT AI/ML
Operational Tooling Premium: Monday's growth levers A more detailed look at what is driving growth over 2024. MNDY TEAM HUBS FRSH
Operational Tooling Premium: Catching up on Monday A look at what came out of IR day and the 2 earnings since. DevOps Tooling MNDY
Earnings Premium: Samsara Q424 Samara's near-flawless execution, a lawsuit, and what might show up at Beyond. IOT Operational Tooling
Earnings Premium: Samsara dreams A look at Samsara's last two earnings, and where I want their software side to go. Operational Tooling IOT
Operational Tooling Premium: A glance at Klaviyo A look at what Klaviyo provides and where it's going. KVYO BRZE HUBS SHOP
Operational Tooling Premium: A Samara deeper dive A detailed look at Samsara's execution and where it goes from here. AI/ML IOT
AI/ML Premium: Wandering through the watchlist 2 A look at GitLab, HashiCorp, Bill, and Alteryx. Operational Tooling DevOps Tooling Next-gen Security GTLB HCP BILL AYX Earnings
AI/ML Premium: Ramifications of AI A look at the ramifications of Generative AI, and what areas of investment are most interesting. Data & Analytics Next-gen Security Observability Operational Tooling Hyperscalers
Earnings Premium: Too many worries at Bill A look at the rising concerns from Bill. Operational Tooling BILL
Operational Tooling Premium: Catch up on the dot coms Catching up on the operational tooling platforms of Monday.com and Bill.com. MNDY BILL DevOps Tooling
Operational Tooling A Bill.com deep dive A look at what Bill.com provides, and where it is going with its two recent acquisitions. BILL Stripe MQ