SentinelOne - Automating the $HIT out of cybersecurity
SentinelOne is set up for success with a long runway, hypergrowth, excellent execution, high sales efficiency, and being founder-led with a never-ending mission to change cybersecurity.
Topic
Deep Dives
A collection of 11 issues
Brilliant Earth - Leading the Jewelry Industry Digital Transformation
Brilliant Earth is a mission driven brand, founder led, disrupting the global incumbent jewelry market
Palantir - An Enterprise Software Platform Builder
We look at how Palantir is building Enterprise Software Platforms to solve the hard problem of Data Analytics, Software Development, and Delivery and look through a lens of Qualitative analysis Why Palantir is well-positioned for success in this decade.
Hims & Hers Health - The Drug we need to cure our Healthcare Ecosystem
Hims is a highly differentiated consumer healthcare brand that is vertically integrated, highly efficient, and creative in marketing, differentiated, and pioneering the pathway towards truly affordable and accessible healthcare.
[Premium]Freshworks - Refreshing Enterprise Software for Customer Delight
Freshworks is the OG PLG pioneer and their underlying Neo platform will power high growth for them for the next decade. They have an incredibly differentiated culture, team, mission, and strategy that I believe will lead to huge success.
[Premium]Asana - Making work efficient at Scale
Asana is critical for business success and powering a competitive advantage for their customers. They have a strong moat with network effects and switching costs along with a strong vision, culture, and team.
[Premium] Amplitude - Disrupting Product Development & Success
Amplitude is empowering customers to make data-driven product decisions and is set up for success with an innovative team, culture, technology, and strategy.
[Premium] SamSara - IoT Monopoly in the making
Samsara is an IoT monopoly with rapid innovation, product cadence, and customer feedback loops coupled with a strong strategy and moat making Samsara a truly exceptional business
Blend Labs - BLND - Fintech Software Infrastructure Provider
Blend is an innovative consumer fintech empowering financial products through simple and transparent consumer experiences with significant barriers to entry and a long runway for growth
SimilarWeb - SMWB - SaaS Digital intelligence Platform
We look at Similarweb, a differentiated digital intelligence platform with hyper-growth, a long runway for growth