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Information Technology
January 30, 2022
Global Fashion Group: Well-Positioned E-Commerce Player at Discount
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June 10, 2021
Ram Parameswaran: Quarterly Update on Internet Business Trends
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May 12, 2021
Jon Bathgate on the Key Players and Trends in the Semiconductor Industry
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May 9, 2021
Octahedron Capital’s Investment Update on Alibaba
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April 30, 2021
Peter Mantas on Investing at the Frontier of Quantum Computing
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March 25, 2021
Ram Parameswaran: Quarterly Update on Internet Business Trends
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February 17, 2021
Andrew Wilkinson on Tiny Capital, the Berkshire Hathaway of the Internet
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January 21, 2021
Nice Info: Well-Managed, High-ROIC Credit Information Leader in Korea
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January 21, 2021
Salesforce.com: Defensible Market Dominance, Profitable Growth
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January 19, 2021
Gartner: Capital-Light, Growing Technology Research Leader
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January 18, 2021
Nuance: Leader in Software-Driven Voice Transcription for Physicians
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January 14, 2021
S&P Global / IHS Markit: Leader in Financial Data, Ratings, Benchmarking
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December 2, 2020
Ram Parameswaran on Tech: A Few Things We Learned in Q3 2020
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October 17, 2020
Mynaric: Strategically Important Leader in Laser Communications
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October 7, 2020
Sesa: IT Reseller and Systems Integrator at Double-Digit FCF Yield
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October 5, 2020
SII SA: Owner-Operated High-Quality Engineering Services Firm
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October 1, 2020
Ram Parameswaran: The Investment Philosophy of an Internet Investor
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August 29, 2020
Ram Parameswaran on Tech: A Few Things We Learned in Q2 2020
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August 12, 2020
Peter Mantas on Opportunities in Tech, Industrials, and Healthcare
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July 30, 2020
Satya Nadella on Cultivating a Sense of Culture and Purpose
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