In-depth analysis of quality and disruptive tech stocks. Examples of multi-year investments include Nvidia, ASML, Amazon, Google and Shopify. We'll be researching similar names here, as well as the key topics in the tech sector.
I studied software engineering and finance, and was afterwards employed as a portfolio manager covering the tech sector, now with more than 15 years of institutional investment experience.
The number of free subscribers for Tech Investments over time since it was added to the directory.
The VC Corner is where founders stay ahead: sharp news, fundraising strategies, battle-tested playbooks, and the tools to grow.
I explore the drivers of shareholder value for tech companies and their stakeholders. This is a reader funded publication.
Semiconductors, AI, and business strategy. Read by tech leaders and investors. Sits between SemiAnalysis and Stratechery.