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 Alteryx (AYX), CrowdStrike (CRWD), DataDog (DDOG), Fastly (FSLY), MongoDB (MDB), PagerDuty (PD), Slack (WORK) and Veeva Systems (VEEV).
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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