Observability Is Not Just Datadog: Why Elastic and Dynatrace Are Great Longs
Observability software stocks are being overlooked in the recent valuation downdraft. Elastic is our top pick...it had a massive revenue guidance...
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1QFY23 Revenue Growth Accelerated As Cloud-Driven Transformation Goes Well
Cloud ARR growth has accelerated, and we expect Splunk shares may outperform Nasdaq Composite and publicly listed peers in 2022
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Gitlab 4Q22 Earnings: Impressive
Gitlab's 4Q22 earnings were impressive. Despite still in heavy loss mode, its best in class NRR and an accelerating adoption of higher priced tiers...
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Elastic: High-Profile Search Company With Attractive Fundamentals
Elastic is a high-profile search technology company and we believe current valuations look attractive for long-term investors
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Zoominfo Technologies IPO Valuation Analysis
In this insight, we provide a valuation analysis of Zoominfo Technologies (ZI US), which is a U.S. based company which operates a cloud market...
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