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New Capabilities Unify SIEM, Security Analytics and Endpoint Security, Enabling Customers to Stop Threats at Cloud Scale on a Single Platform Elastic (NYSE: ESTC) (“Elastic”), the company behind Elasticsearch and the Elastic Stack , today announced the ...
Greenhaven Road is a boutique hedge fund with the patience and confidence to step outside of the norm. Greenhaven Road Capital digs deep, searching in places rarely trafficked to locate the few hidden gems that will outperform a diversified portfolio of blue chips. The funds returned ...
Since the launch of the Apple App Store in 2008, mobile apps have changed the way business is done. Gaming is the poster child of the app economy. It was 71% of the $111 billion in-app revenue made on iOS and Android in 2020. However, the digital transformation of society goes wel...
ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Recent Strategy outperformance has been broad-based, led ...
Shares of Elastic have traded choppily this year, despite a continuation of strong fundamentals. The company has delivered >40% y/y revenue growth, and >70% y/y growth in SaaS. The broadly useful, multi-product product portfolio that Elastic touts is also delivering a steady...
The Guardian Fund is a long-only public equity investment fund and open for new investors that share our philosophy. It is one of our priorities to keep the quality of our client base high. The return of the Guardian Fund was +16.85%, measured in euros and net of fees and expenses. Th...
Confluent (NASDAQ: CFLT) is a big data analytics provider that spun off of LinkedIn back in 2014. The technology that supports the Confluent platform is Apache Kafka, an open-source solution that was developed inside LinkedIn, which is owned by Microsoft (NASDAQ: MSFT) . Bus...
ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Recent Strategy outperformance has been broad-based, led ...
ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Recent Strategy outperformance has been broad-based, led ...
In 2020 and early 2021, I published a series of articles on software as a service (SaaS) firms and their stocks, and especially those that pass the Rule of 40. The Rule of 40 balances sales growth and profitability in hyper-growth SaaS companies, and we have found, as a group, these s...
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Developers now have more LLMs to choose from when iterating and building production-ready RAG applications Elastic (NYSE: ESTC) announced support for Amazon Bedrock-hosted models in Elasticsearch Open Inference API and Playground . Developers now have the flexibility to ...
Elastic (NYSE: ESTC) (“Elastic”), the Search AI Company, announced that it will conduct a live webcast on July 17, 10:00 AM PT. Santosh Krishnan, GM of Elastic Security will discuss Elastic’s security solution, with participation from an Elastic partner. Koji Ikeda, Sr. Resea...
A new interface enables developers to iterate and build RAG applications for A/B testing LLMs, tuning prompts and chunking data Elastic (NYSE: ESTC), the Search AI Company, announced Playground, a low-code interface that enables developers to build RAG applications using Elasticsear...