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On Feb. 15, institutional investment managers with more than $100 million AUM had to disclose their positions at the end of Q4 2021. I curated a list of some of the best-performing hedge funds and looked into their holdings at the end of December 2021. This list is particularly ti...
Elastic (NYSE:ESTC) said it resolved its dispute with Amazon (NASDAQ:AMZN) in the trademark infringement lawsuit related to the term “Elasticsearch”. Following this resolution, Amazon has begun removing the term Elasticsearch from various pages on its website as well as from its...
Elastic (NYSE: ESTC) (“Elastic”), the company behind Elasticsearch and the Elastic Stack , today announced it has resolved its dispute with Amazon in the trademark infringement lawsuit related to the term “Elasticsearch.” Following this resolution, Am...
Expanding Search Relevance with Native Vector Search, Simplified Data Onboarding, and Streamlined Security Ushering in a New Era of Speed, Scale, Relevance, and Simplicity for Customers Delivering native support for natural language processing (NLP) models and vector s...
ACG Partners is a middle-market investment bank focused on SaaS (software as a service) companies. Its February update included the following three charts: Chart 1: The 100 stocks in ACG's SaaS index were trading at a ratio of enterprise value to trailing 12 months' revenue of 12x in Ja...
ARK Invest has published their main investment themes for each year since 2017, including numerical projections for how these themes will grow and outperform. I checked how accurate their 2017 projections were over the last five years and was surprised by what I found. I also look...
Shares of Elastic NV (NYSE: ESTC) plummeted 24.2% in January, according to data provided by S&P Global Market Intelligence . The enterprise search and data company announced a transition for its CEO and got pushed down by the broad sell-off in growth stocks last month. O...
Using the Seeking Alpha stock screener, we looked at the 10 most beaten-down names year to date amongst the software stocks we cover. From amongst the rubble we pluck our top-rated recovery name. Datadog, we believe, can soar in the coming months and years. Read on! For ...
Both Dynatrace and Palantir are recent IPOs focused on big data and artificial intelligence. Dynatrace is a better buy because it has a clearer product market fit and better financials, among other advantages. After its post-earnings selloff, I believe that Dynatrace is one of the...
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. Strategy outperformance was driven by our U.S. exposure, ...
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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...