Topic

Deep Dives

A collection of 8 issues

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

Semrush - SEMR - SaaS Online Visibility Platform

Semrush is a highly differentiated platform that offers a lot of value for small and medium-sized businesses, enabling them to succeed at online marketing, managing their online brand, and actively innovate by spotting new trends and keeping ahead of the competition.