Sitemap - 2020 - Essence
OpenDoor (OPEN) Investment Memo
Managing the Digital Transformation
PagerDuty (PD) Investment Memo
Quick Service Restaurants -- A Trend That is Here to Stay
Chipotle (CMG) Investment Memo
Activision Blizzard (ATVI) Investment Memo
BigCommerce (BIGC) Investment Memo
A Brief History on the Second Largest Industry in the World
Lemonade (LMND) Investment Memo
Digital Infrastructure and its Role in Enterprises
Equinix (EQIX) Investment Memo
How AI & Data are Advancing the Medical Field
Intuitive Surgical (ISRG) Investment Memo
Changing Winds In The Gig Economy
Fiverr International (FVRR) Investment Memo
How the Pandemic is Altering Marketing -- Again
Yext, Inc (YEXT) Investment Memo
BSM - Unbundling Enterprise SaaS
Coupa Software Incorporated (COUP) Investment Memo
The Future of Big Data Storage
The Internet Economy - Then & Now
Sports Gambling -- Where is the Value Coming From?
CrowdStrike -- Stronger in Numbers
Reducing isn't Enough - We Need to Actively Remove Carbon From the Atmosphere
QuantumScape and The Future of EV Battery Technology
Palantir – The Biggest and Most Influential Tech Company You’ve Never Heard Of
Internet Infrastructure & Technology
NextEra Energy (NEE) Investment Memo
Cloud Kitchens - The New Way to Lunch
Xilinx Inc. (XLNX) Investment Memo
The Economic Impact of College Football
Equity Crowdfunding, Earnings Ahead
Government Investment & Economic Superiority
Changing Collateral - Changing Value