Back to Directory

    O
    Software
    Active Coverage
    Website

    Investment Thesis

    Pillar Content Loading...

    Strategic Assets

    COMPANIES

    Wealthfront IPO: Institutional Deep Dive

    Institutional-grade analysis and visual breakdown.

    Launch Interactive Deck
    NEWSLETTER

    The Tech Investor Daily: SHOP Deep Dive (2025-12-29)

    Institutional-grade analysis and visual breakdown.

    Launch Interactive Deck
    COMPANIES

    HOOD Deep Dive

    Institutional-grade analysis and visual breakdown.

    Launch Interactive Deck
    Midas Score
    0
    F
    Midas Scorecard
    v2
    Quantitative quality assessment for O
    Growth0
    Efficiency0
    Moat0
    Valuation0
    Related Intelligence

    The Daily Market Brew: AAOI Moves 24.82%

    newsletters • 1/1/2026

    Z: Rebuilding the Housing Super App - A Long-Term Growth Opportunity

    companies • 1/1/2026

    XRX INVESTOR DECK

    companies • 1/1/2026

    Market Update: AIOT - 2025-12-22

    reports • 1/1/2026

    Project Zero: An Open Letter to the Board of Xerox Holdings

    reports • 1/1/2026

    FICO (FICO): The Quiet Data Monopoly Powering Global Credit Decisions

    companies • 1/1/2026

    DocuSign (DOCU): The Agreement Cloud's AI-Powered Rebound

    companies • 1/1/2026

    Cisco Systems, Inc. (CSCO)

    companies • 1/1/2026

    Expedia (EXPE): Navigating Recovery & Reclaiming OTA Dominance Through AI

    companies • 1/1/2026

    FOCUS

    companies • 1/1/2026

    Investment Idea: undefined (GOOG)

    companies • 1/1/2026

    Investment Memo: NOW

    companies • 1/1/2026

    Shopify: The Operating System of Commerce

    companies • 1/1/2026

    SNOW report

    companies • 1/1/2026

    WU: Reinventing Remittances for a Digital Age – A Value Opportunity

    companies • 1/1/2026

    Wealthfront: The Financial OS

    reports • 1/1/2026

    Market Update: AAOI - 2025-12-22

    reports • 1/1/2026

    CrowdStrike: Post-Outage Resonance

    companies • 1/1/2026

    ORCL Q3 2025 earnings analysis

    companies • 1/1/2026

    FOCUS

    reports • 1/1/2026

    Duolingo (DUOL): The Gamified Gateway to Global Fluency

    companies • 1/1/2026

    Wealthfront Campaign Offer

    reports • 1/1/2026

    Xerox: The Sum-of-the-Parts (SOTP) Unlock

    reports • 1/1/2026

    2026 Cybersecurity Sector Outlook

    reports • 1/1/2026

    DOCN: Riding the SMB Cloud Wave – A Long-Term Growth Story

    companies • 1/1/2026

    Market Update: CSCO - 2025-12-22

    reports • 1/1/2026

    Market Update: AVGO - 2025-12-22

    reports • 1/1/2026

    Datadog: Observability is Non-Negotiable

    companies • 1/1/2026

    Broadcom Inc. (AVGO)

    companies • 1/1/2026

    BOX report

    companies • 1/1/2026

    Coherent, Inc. (COHR)

    companies • 1/1/2026

    Market Update: CRDO - 2025-12-22

    reports • 1/1/2026

    Robinhood (HOOD): Democratizing Finance, Monetizing Risk: A Platform Primed for the Next Market Cycle

    companies • 1/1/2026

    Market Update: CHOW - 2025-12-22

    reports • 1/1/2026

    DOC report

    companies • 1/1/2026

    Take-Two (TTWO): Riding the Open World – Patience Rewarded in 2026

    companies • 1/1/2026

    AKAM: Riding the Edge: Akamai's Transformation into a Comprehensive Edge Platform Presents a Compelling Growth Opportunity

    companies • 1/1/2026

    Investment Idea: Take-Two Interactive (TTWO)

    companies • 1/1/2026

    Market Update: BOX - 2025-12-22

    reports • 1/1/2026

    Market Update: COMM - 2025-12-22

    reports • 1/1/2026

    Market Update: CORZ - 2025-12-22

    reports • 1/1/2026

    COIN report

    companies • 1/1/2026

    Alphabet Inc. (GOOGL)

    companies • 1/1/2026

    Alphabet (GOOG): Dominance in AI and Cloud Fuels Next Phase of Growth

    companies • 1/1/2026

    Investment Idea: undefined (HOOD)

    companies • 1/1/2026

    ON Semiconductor (ON): Powering the Electrification Revolution

    companies • 1/1/2026

    Nokia Oyj (NOK)

    companies • 1/1/2026

    OKTA report

    companies • 1/1/2026

    Oracle Corporation (ORCL)

    companies • 1/1/2026

    Investment Memo: Shopify (SHOP)

    companies • 1/1/2026

    Moody's Corporation (MCO)

    companies • 1/1/2026

    monday.com (MNDY): The Operating System for Work – Capturing the Shift to Low-Code/No-Code Solutions

    companies • 1/1/2026

    Shopify Inc. (SHOP)

    companies • 1/1/2026

    QUALCOMM Incorporated (QCOM)

    companies • 1/1/2026

    Snowflake Inc. (SNOW)

    companies • 1/1/2026

    Rockwell Automation, Inc. (ROK)

    companies • 1/1/2026

    ServiceNow, Inc. (NOW)

    companies • 1/1/2026

    Realty Income Corporation (O)

    companies • 1/1/2026

    Sony Group Corporation (SONY)

    companies • 1/1/2026

    Spotify Technology S.A. (SPOT)

    companies • 1/1/2026

    Roper Technologies, Inc. (ROP)

    companies • 1/1/2026

    Take-Two Interactive Software, Inc. (TTWO)

    companies • 1/1/2026

    Investment Memo: ORCL

    companies • 1/1/2026

    Klaviyo (KVYO): The Premier Marketing Automation Platform for the Modern Ecommerce Era

    companies • 1/1/2026

    Z: Rebuilding the Housing Super App - A Long-Term Growth Opportunity

    investment-idea • 12/30/2025

    WU: Reinventing Remittances for a Digital Age – A Value Opportunity

    investment-idea • 12/30/2025

    Investment Idea: Take-Two Interactive (TTWO)

    investment-idea • 12/30/2025

    Take-Two (TTWO): Riding the Open World – Patience Rewarded in 2026

    investment-idea • 12/30/2025

    ROK Investment Idea

    investment-idea • 12/30/2025

    ON Investment Idea

    investment-idea • 12/30/2025

    ON Semiconductor (ON): Powering the Electrification Revolution

    investment-idea • 12/30/2025

    NOW Investment Idea

    investment-idea • 12/30/2025

    Investment Idea: undefined (HOOD)

    investment-idea • 12/30/2025

    Investment Idea: undefined (GOOG)

    investment-idea • 12/30/2025

    Alphabet (GOOG): Dominance in AI and Cloud Fuels Next Phase of Growth

    investment-idea • 12/30/2025

    FICO (FICO): The Quiet Data Monopoly Powering Global Credit Decisions

    investment-idea • 12/30/2025

    Expedia (EXPE): Navigating Recovery & Reclaiming OTA Dominance Through AI

    investment-idea • 12/30/2025

    Duolingo (DUOL): The Gamified Gateway to Global Fluency

    investment-idea • 12/30/2025

    DocuSign (DOCU): The Agreement Clouds AI-Powered Rebound

    investment-idea • 12/30/2025

    DOCN: Riding the SMB Cloud Wave – A Long-Term Growth Story

    investment-idea • 12/30/2025

    AKAM: Riding the Edge: Akamais Transformation into a Comprehensive Edge Platform Presents a Compelling Growth Opportunity

    investment-idea • 12/30/2025

    The AI Hardware Supercycle isn't Over

    newsletters • 12/30/2025

    Shopify: The Operating System of Commerce

    companies • 12/29/2025

    Datadog: Observability is Non-Negotiable

    companies • 12/29/2025

    2026 Cybersecurity Sector Outlook

    marketing • 12/29/2025

    CrowdStrike: Post-Outage Resonance

    companies • 12/29/2025

    The AI Hardware Supercycle isn't Over

    newsletters • 12/29/2025

    Market Pulse: Outlook for Week of Dec 29

    newsletter • 12/29/2025

    Market Pulse: Outlook for Week of Dec 29

    newsletter • 12/29/2025

    Investment Idea: ON Semiconductor

    companies • 12/29/2025

    Investment Idea for AAOI

    companies • 12/15/2025

    The Quiet Giant: How Fiserv’s Clover is Outflanking Block (Square)

    companies • 12/15/2025

    COIN 2025 Q3 earnings

    companies • 12/7/2025

    FOCUS

    Offer • 10/20/2018

    FOCUS

    Ad • 10/20/2018

    FOCUS

    Offer • 10/20/2018

    Free Download

    Get the O Valuation Blueprint

    Download our professional-grade DCF model for . Fully editable.

    Join 10,000+ investors. Unsubscribe at any time.