Elastic’s Optimism in the Cloud: $100M+ ARR, growing 100%+ YoYElastic’s SaaS success underscores hosted open source products’ ability to take on AWS and win.Jun 22, 2020Jun 22, 2020
A Rising Tide Lifts All (Software) BoatsComparing the correlation of software stocks before and after COVID-19Jun 5, 2020Jun 5, 2020
Is Bitcoin an Effective Hedge Against the Stock Market?Exploring beta and volatility of Bitcoin and Ethereum compared to market indices.May 20, 2020May 20, 2020
What are the Best Performing Software Stocks?We bet they’re not what you think.May 8, 2020May 8, 2020
How Good are Software Returns Really?Exploring risk-adjusted returns of a portfolio of public software stocksApr 30, 2020Apr 30, 2020
