Board

Alteryx (AYX) stock should be considered for long term investment. Growth will be driven by their expanding product offering in an enormous addressable market. Their data analytics platform is deeply embedded and highly valued by major enterprises, particularly in the global 2000.

A solution that is well-suited to address these requirements is the Snowflake Data Cloud, specifically their Data Sharing capability and the new Data

I review Datadog's Q2 2020 earnings results, including product updates, customer wins and the competitive landscape.

Fastly (FSLY) released Q1 2020 earnings results on May 6. I review the financials, customer growth, product improvements and the leadership transition for this leader in edge compute.

Internet usage patterns and delivery of software applications are undergoing major paradigm shifts. Decentralization is the primary pattern - transitioning

An in-depth analysis of Okta (OKTA) stock, covering financials, product offerings, addressable market, competitive landscape, sales strategy and leadership.

An in-depth analysis of DocuSign (DOCU) stock, covering financials, product offerings, addressable market and competitive landscape.

I expect Elastic's stock price to increase significantly over the next 5 years, due to their leading position as a generalized development platform for search.

Zendesk (ZEN) is a leading provider of customer engagement systems. We recommend the stock for long term investment due to its rapid product expansion and huge market opportunity.

Smartsheet should be considered for long term investment. They are a recognized leader in an expanding market with impressive penetration in the Fortune 500.

MongoDB (MDB) stock should be considered for long term investment. Based on my characteristics for a successful software stack company, I expect MongoDB to

Twilio (TWLO) should be considered for long-term investment. It is developer-centric, founder led and rapidly iterating to address an enormous market.

A detailed analysis of PagerDuty stock, including the product offering, addressable market and growth vectors. Investors can use this to consider purchasing PD stock.

I hope you don’t mind another “gift”, because it’s time for our “Best of Q4” issue! I’ve gone back over the past few months and pulled out the most popular articles as chosen by you… Enjoy! 😍

David Epstein's mediocre book argues the merits of being a generalist. Instead of reading it, read this and subscribe to Epstein's newsletter.

Learning from history is often problematic — history is context and path dependent, and it doesn't repeat itself. But what if there is a better way to read history, one that sidesteps these problems?

A look at where DevOps tools are going.

An overview of Datadog's platform, and where it is taking it next.

A look at Datadog's latest quarter, and the last 6 months of product moves and acquisitions.

Why Cloudflare is so well positioned, and a look at their current quarter.

A step back to assess the spend trends going forward.

Can networking act as a career moat? The answer is more nuanced than you might think.

How I constructed a list of books that serve as a primer to the entire field of B2B sales.