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Included Among the Most Significant Vendors in the EDR Market Elastic (NYSE: ESTC) (“Elastic”), the company behind Elasticsearch, today announced that it has been named a Strong Performer by Forrester Research in The Forrester Wave™: Endpoint Detection a...
The Invesco QQQ ETF has recovered remarkably from its recent bottom. However, we think the NASDAQ would begin consolidating at the current levels for a while. We discuss how investors should think about allocating exposure between predictable growth and speculative growth stocks. ...
I started (growth) investing in early 2020 with the intention to buy and hold. In hindsight this was a mistake: the last bit of my Cathie Wood-esque 3-bagger in 2020 has completely disappeared in the last few months. Since I didn’t capitalize on the COVID-19 bubble (“...
We seemed to have emerged from the tech stocks bear market bottom as we moved into Q2'22. We believe the secular themes undergirding tech and growth stocks will continue to play out in Q2. We discuss the key themes that investors should focus on. For further details see: ...
The growth selloff continues to persist and with the Ukraine war raging, persistent inflation and rate hikes on the horizon, it makes sense that high multiple growth is largely out of favor. If you were going to sell your growth positions, specifically in mid and small cap names, I wo...
Cloud software stocks have been hammered in the past few months. The WisdomTree Cloud Computing ETF is down almost 40% from its previous high. Some great cloud businesses are finally offering entry points not seen since pre-COVID, more than two years ago. As the world embraces...
Currently, Elastic is one of the most conservatively valued software companies, in my opinion. There are some company-specific factors, like its unique business model, low revenue visibility, or the recent CEO change, which could explain the discount to some extent. However, looki...
Chase Coleman’s 13F portfolio value decreased from $52.06B to $45.94B this quarter. Tiger Global increased Snowflake, Carvana, and Zoom Video while decreasing Microsoft and Amazon.com during the quarter. They also dropped TransDigm Group. The largest three positions are Mic...
As DocuSign (NASDAQ:DOCU) plunged 20% on Friday, the result of slowing growth in the days ahead, several other software-as-a-service stocks followed suit, including industry stalwarts such as Twilio (NYSE:TWLO). Stocks like Asana (NYSE:ASAN), Coupa Software (NASDAQ:COUP), Twilio (TWLO), ...
Cybersecurity is becoming a defensive industry to invest in. Regardless of how uncertain economic conditions get, security software will be one of the last pieces of a business budget to get slashed. And the frequency and cost of enduring a cyber attack is on the rise, which means cybersecu...
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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...