Guidewire and ServiceTitan Demonstrate Strengths of Vertical Software Segment
May 29, 2025
Becker, Dylan
Spotlighting Quality Companies to Buy While They’re Down
October 13, 2023
Edgerton, Bobby
Digital Transformation Is a Strong Secular Trend in 2019
April 26, 2019
Suri, Bhavan
Better Purchasing Environment for Large Platform Companies
April 13, 2018
Roderick, Tom
Enterprise Software Benefiting from Companies Seeking Efficiencies
April 13, 2018
Berg, Scott
Enterprises Increase Spend in Software Development and Analytics
April 07, 2017
Suri, Bhavan
Enterprise Software Space Remains Steady
April 08, 2016
Berg, Scott
A Bullish Outlook on the Software Technology Space
April 08, 2016
Suri, Bhavan
Looking for the World’s Best Companies with the Best Balance Sheets
November 06, 2015
Edgerton, Bobby
Enterprises Move Forward with Leading Cloud Vendors as the Next Platforms of Choice
November 06, 2015
Roderick, Tom
Differentiated Technology, Market Opportunity Key to Applications and Analytics Stocks
May 20, 2015
Suri, Bhavan
Understanding Long-Term Growth Trajectories Key to Health Care IT Investing
October 08, 2014
Cherny, Michael
Identifying Small Caps with Improving Earnings Dynamics
September 22, 2014
Schrotberger, Jason
Big Data, Internet of Things and Vertical SaaS the Main Trends to Follow
September 22, 2014
Roderick, Tom
