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Whether you want to read our core philosophy, research specific companies, or run valuation models.
Investment Thesis
Our core philosophy on software investing.
Understand the "Why" before the "What." Learn about the 3 layers of value: Infrastructure, Platform, and Application.
Read The ThesisCompany Directory
Deep dives into 50+ public companies.
Detailed analysis of individual stocks including NVDA, MSFT, CRM, and the new IPO class.
Browse CompaniesValuation Models
Interactive DCF and SaaS scorecards.
Don't just guess. Use our valuation engine to calculate fair value based on growth and margins.
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