Plenty Of Growth Ahead For The New Cloud Generation.
It's still early days in cloud software and plentiful investment returns are yet to be made. We expect revenue growth rates to outpace GDP growth for decades to come, and we see the best of the New Cloud Generation now producing profits and cashflow even whilst in hypergrowth mode. Decades of institutional technology investing sits behind our insight and analysis.
We cover the most exciting stocks in the sector, including CrowdStrike (CRWD), DataDog (DDOG), DocuSign (DOCU), Fastly (FSLY), MongoDB (MDB), Slack (WORK) Veeva Systems (VEEV) and Zscaler (ZS).
Think Space Is Just For Venture Capitalists? Think Again.
We're expert in space-sector investing. Public space stocks have outperformed the market for quite some time now and we see no reason that cannot continue. As strategic competition in space re-emerges between the US, China, Russia, India and the EU, we expect space spending to maintain its direct ascent, to the benefit of vendors in the sector.
We cover the most important space stocks, including Aerojet Rocketdyne (AJRD), Iridium Communications (IRDM), Maxar Technologies (MAXR), Northrop Grumman (NOC) and Virgin Galactic (SPCE).
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"The research is deep and insightful, and they have made some pretty relevant and profitable trading calls in the short amount of time I've been a member. I've never read a report and wondered where they really stand or if they know what they're doing. Having spent nearly a decade working for two large brokerage houses, I find it refreshing to read this research. Feels like it's done for the benefit of the reader and not the company, investment bank or other interested party. Money well spent for the small investor and larger investors will find the research extremely helpful as well. Well worth it!"
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