Software Stack Investing
By Software Stack Investing
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Category: Investing
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Subscribers: 9
Reviews: 0
Episodes: 44
Description
Investing analysis of the software companies that power next generation digital businesses. The host has significant experience leading software engineering for a number of large consumer Internet properties. He brings insights as a technology practitioner and budget owner to evaluating software infrastructure companies in categories like developer tooling, big data, observability and application hosting. Sample company stocks covered include SNOW, NET, DDOG, MDB, CRWD, ZS and GTLB. Podcast supplements the content on SoftwareStackInvesting.com. Follow on Twitter @StackInvesting.
| Episode | Date |
|---|---|
|
Cloudflare (NET) Q2 2023 Earnings Review
|
Oct 09, 2023 |
|
Confluent (CFLT) Q2 2023 Earnings Review
|
Sep 01, 2023 |
|
Q2 2023 Hyperscaler Earnings Review
|
Aug 21, 2023 |
|
Insights From A Pair Of Data Summits
|
Aug 02, 2023 |
|
MongoDB Q1 FY 2024 Earnings Review
|
Jul 14, 2023 |
|
Snowflake Q1 2024 Earnings Review
|
Jun 26, 2023 |
|
Datadog (DDOG) Q1 2023 Earnings Review
|
Jun 13, 2023 |
|
Confluent Q1 2023 Earnings Report
|
Jun 02, 2023 |
|
Cloudflare (NET) Q1 2023 Earnings Review
|
May 24, 2023 |
|
Hyperscalers Q1 2023 Review
|
May 12, 2023 |
|
Looping Back on Confluent (CFLT)
|
Apr 18, 2023 |
|
MongoDB Q4 FY2023 Earnings Report
|
Apr 09, 2023 |
|
Snowflake (SNOW) Q4 FY2023 Earnings Review
|
Mar 31, 2023 |
|
Datadog (DDOG) Q4 2022 Earnings Review
|
Mar 08, 2023 |
|
Cloudflare (NET) Q4 2022 Earnings Report
|
Feb 27, 2023 |
|
Q4 2022 Hyperscalers Earnings Review
|
Feb 09, 2023 |
|
ServiceNow - The Platform for Digital Business
|
Feb 02, 2023 |
|
Okta Update
|
Jan 25, 2023 |
|
Confluent (CFLT) – A Big Data Play
|
Jan 18, 2023 |
|
Elastic's Ambitious Growth Plan
|
Jan 04, 2023 |
|
MongoDB Q3 FY2023 Earnings Review
|
Dec 30, 2022 |
|
Fastly (FSLY) Watching for a Turn Around
|
Dec 21, 2022 |
|
Snowflake Earnings Review Q3 FY2023
|
Dec 14, 2022 |
|
A Potential Silver Lining from Recent Tech Layoffs
|
Dec 02, 2022 |
|
Datadog Q3 2022 Earnings Review
|
Nov 26, 2022 |
|
Takeaways from Snowflake Snowday 2022
|
Nov 19, 2022 |
|
Cloudflare (NET) Q3 2022 Earnings Report
|
Nov 13, 2022 |
|
Hyperscalers Q3 2022 Earnings Review
|
Nov 05, 2022 |
|
Datadog Dash 2022
|
Oct 27, 2022 |
|
Snowflake Cybersecurity and the Powered By Program
|
Oct 20, 2022 |
|
Cloudflare Birthday Week Recap
|
Oct 17, 2022 |
|
Cloudflare GA Week - October 2022
|
Oct 07, 2022 |
|
Zscaler (ZS) Q4 FY2022 Earnings Report
|
Sep 20, 2022 |
|
MongoDB Q2 Earnings Report
|
Sep 09, 2022 |
|
Snowflake Q2 Earnings FY2023 - August 31, 2022
|
Sep 01, 2022 |
|
Cloudflare Q2 2022 Earnings Report - August 21, 2022
|
Aug 21, 2022 |
|
GitLab - the One DevOps Platform - July 23, 2022
|
Jul 27, 2022 |
|
Zscaler Zenith Live 2022 - Review and Investment Approach
|
Jul 17, 2022 |
|
Databricks Data and AI Summit
|
Jul 08, 2022 |
|
Cloudflare Zero Trust Solution - June 26, 2022
|
Jul 01, 2022 |
|
Snowflake Summit User Conference Overview - June 2022
|
Jun 22, 2022 |
|
MongoDB World 2022 – Product Announcements
|
Jun 13, 2022 |
|
First Look at MongoDB’s Q1 FY2023 Earnings Report - MDB
|
Jun 06, 2022 |
|
Snowflake's Q1 FY2023 Earnings Report
|
Jun 05, 2022 |