Covering IPOs, Healthcare and Technology Stocks

Andrei Zakharov

A highly collaborative investment professional and US software research analyst with 10+ years of international experience in equity research, treasury operations, and trading positions across multiple asset classes at leading multinational banks Citibank and Morgan Stanley, UHNWI-backed family office and European independent equity research firm. A respectable background in equity capital markets, corporate treasury, investment banking operations, equity research analysis and portfolio management.

Better Than Expected 2Q22 Results, Cloud Growth of 139% YoY, FY22 Revenue Guidance Moves Higher

Confluent: Upgrade To OW On Consistent Execution And A Clear Path To Profitability. PT Raised To $37

Confluent. 2Q Wrap: Solid Results and Leadership Position In a $60B+ TAM

Algosun Global

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/confluent-inc" target="_blank" data-smartkarma-citation="entities:33443:1" rel="noopener">Confluent (CFLT US)</a>  is an American-based data infrastructure software company and a major contributor to the open-source project Apache Kafka. </li>
<li>Original creators of Apache Kafka founded the company in 2014. Today, Kafka has 5M+ lifetime downloads, and &gt;100,000 organizations use the successful open source project.</li>
<li>We believe <a href="https://www.smartkarma.com/entities/confluent-inc" target="_blank" data-smartkarma-citation="entities:33443:1" rel="noopener">Confluent (CFLT US)</a>  is uniquely positioned to benefit from the widespread adoption of Apache Kafka and the growing $50B+ total addressable market. </li>
</ul>



Confluent (CFLT US)  is an American-based data infrastructure software company and a major contributor to the open-source project Apache Kafka. 
Original creators of Apache Kafka founded the company in 2014. Today, Kafka has 5M+ lifetime downloads, and &gt;100,000 organizations use the successful open source project.
We believe Confluent (CFLT US)  is uniquely positioned to benefit from the widespread adoption of Apache Kafka and the growing $50B+ total addressable market. 


Confluent: Harnessing Data In Motion. Initiate At Overweight