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Software Development - Article & Videos

GitLab Stock and the Generative AI Opportunity
March 25. 2024. 6 mins read

Our recent piece on the generative AI opportunity highlighted a report by McKinsey that identified...

Does Our Portfolio Need Some Datadog Stock?
October 20. 2023. 7 mins read

If software eats the world, then solutions that help keep coexisting software applications running smoothly...

Splunk to Be Acquired. When to Sell, What to Buy?
September 28. 2023. 5 mins read

Looking for a quick and easy way to reduce volatility? Stop looking at your portfolio...

Splunk Stock: Why the Falling Retention Rates?
August 25. 2023. 6 mins read

Macroeconomic headwinds wreak havoc on your portfolio, but they’re great for uncovering solutions that companies...

Elastic Stock: An Insight Engine and More
May 20. 2023. 7 mins read

Are you sitting down? We’ve got some bad news for you. Despite what the DEI...

Datadog vs Dynatrace vs Splunk: The Best Stock Is?
January 23. 2023. 6 mins read

Bigger is usually better. The term “economies of scale” is often used to describe how...

Why We’re Not Investing in Cloudflare Stock
January 14. 2023. 6 mins read

Using a great product makes you want to invest in the product. When cannabis legalization...

Is PagerDuty Stock a Good SaaS Stock?
November 11. 2022. 7 mins read

Successful technologists understand that the ability to learn new domains is as equally important as...

5 Application Performance Monitoring Stocks
July 8. 2022. 8 mins read

What’s compelling about software-as-a-service (SaaS) companies is that you don’t really need to know what...

Qt Group Stock: Software for Embedded Devices
March 30. 2022. 6 mins read

Detectives spend most their time figuring out who didn’t commit a crime by vetting a...

GitLab Stock: An Overvalued DevOps Pure Play
October 18. 2021. 6 mins read

There’s a general understanding that a company’s brand contributes to the success of an initial...

WalkMe – A Digital Transformation Stock
June 14. 2021. 7 mins read

When artificial intelligence becomes pervasive, can we then stop talking about “AI startups?” The answer...