Software Stack Investing Blog. Former software engineering leader turned professional investor. In this blog post I review Twilios Q2 earnings and other business updates that occurred during the quarter.
It concludes with a survey of companies several that are. Investing analysis of the software companies that power next generation digital businesses. Elastic provided a follow-up blog post on January 19th.
As I consider the companies that provide software stack solutions for long term investment I generally look at several criteria to influence my stock selection decisions.
It concludes with a survey of companies several that are. Listen to one of the fastest growing investing podcasts on the market. We have had the CEO of Walmart the Father of Quant Jim OShaughnessy Morgan Housel and many more incredible guests. I also analyze product enhancements acquisition updates and the.