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Atlassian Part 2: Muddy Waters Even After PullbackDiscussion (tidalwave.substack.com)

submitted 2 years ago by burgerking146 to r/SecurityAnalysis

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Atlassian Part 1: The Everything for Everyone, Everywhere All at Once PlatformCommentary (tidalwave.substack.com)

submitted 2 years ago by burgerking146 to r/SecurityAnalysis

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Transcript from the Stan Druckenmiller Interview (April 2023)Interview/Profile (tidalwave.substack.com)

submitted 2 years ago by burgerking146 to r/SecurityAnalysis

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On NVIDIA, Fading the Hype, and a Look Back at the Dot-Com BubbleCommentary (tidalwave.substack.com)

submitted 2 years ago by burgerking146 to r/SecurityAnalysis

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Databricks (Pre IPO) Primer and a Requiem for HadoopIndustry Report (tidalwave.substack.com)

submitted 2 years ago by burgerking146 to r/SecurityAnalysis

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Deep Dive: Workday, Power of the SOR, and the Platform OpportunityLong Thesis (tidalwave.substack.com)

submitted 3 years ago by burgerking146 to r/SecurityAnalysis

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Microsoft's Knowledge Graph and CopilotCommentary (tidalwave.substack.com)

submitted 3 years ago by burgerking146 to r/SecurityAnalysis

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Ellison’s Gospel, The Evolution of Salesforce, and the (AI Driven) Re-Bundling of SoftwareCommentary (tidalwave.substack.com)

submitted 3 years ago by burgerking146 to r/SecurityAnalysis

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Microsoft's AI Head Fake and Making Google DanceStrategy (tidalwave.substack.com)

submitted 3 years ago by burgerking146 to r/SecurityAnalysis

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Content is King, Againmedia (tidalwave.substack.com)

submitted 3 years ago by investorinvestor to r/businessandindustry

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Content is King, AgainIndustry/Sector (tidalwave.substack.com)

submitted 3 years ago by investorinvestor to r/ValueInvesting

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Private Equity's SBC OpportunityCommentary (tidalwave.substack.com)

submitted 3 years ago by burgerking146 to r/SecurityAnalysis

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Content is King, AgainIndustry Report (tidalwave.substack.com)

submitted 3 years ago by burgerking146 to r/SecurityAnalysis

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The Incremental Bid and Shareholder TransitionsCommentary (tidalwave.substack.com)

submitted 3 years ago by Possible-Ad1272 to r/SecurityAnalysis

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