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Information Technology
September 15, 2017
GlobalSCAPE: High-Quality Micro-Cap Software Business
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September 10, 2017
On Moats and Artificial Intelligence
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September 7, 2017
Western Digital: Uncertainty Continues to Create Opportunity
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August 17, 2017
Finisar: Market Share Leader in Optical Subsystems and Components
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July 18, 2017
Mattersight: Recurring Revenue and Valuable Proprietary Dataset
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July 17, 2017
Baidu: Wide-Moat Search Business with Artificial Intelligence Optionality
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July 7, 2017
Versum Materials: Leadership Position in Semiconductor Materials
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July 7, 2017
CommerceHub: Uniquely Levered to E-Commerce Growth
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July 6, 2017
Cision: Cloud Business with Durable Competitive Advantage
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July 3, 2017
Tencent Holdings: One of the Most Powerful Network Effects via WeChat
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July 2, 2017
Twitter: Important Strategic Asset with Untapped Earnings Potential
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June 18, 2017
All We Want in Life Is No Competition
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February 2, 2016
Exclusive Insights into Value Investing in Technology
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January 23, 2016
Niraj Gupta on Value Investing in Technology, Media and Telecom
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September 12, 2012
Robert Leitz on Digital River
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