Long-term investing strategies. Deep Dive into growth stocks and detailed analysis of earnings reports to empower your investment decisions.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 472 | Founded | 3 years ago | Last Issue | 8 days ago |
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SaaS valuation, weekly recap
Each week, I’ll publish a recap breaking down the key valuation metrics across the SaaS sector, highlighting where growth, efficiency, and market expectations intersect.
Table of Contents
- Forward EV/Sales vs. NTM Estimated Revenue...
Q2 2026 SaaS Performance
Q2 earnings season is coming to an end, and the SaaS sector showed strong execution, challenging concerns around AI disruption.
Instead of the shareholder dilution growth investors have become accustomed to, some SaaS companies have starte...
SaaS valuation, weekly recap
Each week, I’ll publish a recap breaking down the key valuation metrics across the SaaS sector, highlighting where growth, efficiency, and market expectations intersect.
Table of Contents
- Forward EV/Sales vs. NTM Estimated Revenue...
Samsara, Zscaler Earnings Q2 2026
Table of Contents
Detailed Earnings Analysis:
Samsara , Zscaler .
Samsara
Financial Results:
↗️$508.4M rev (+29.9% YoY, +6.2% QoQ) beat est by 5.2%
↗️GM* (78.3%, +0.2 PPs YoY)
↗️Operating Margin* (20.8%, +5.6 PPs YoY)🟢...
Snowflake Earnings & Broadcom Q2 2026 Snapshot
Table of Contents
Detailed Earnings Analysis:
Snowflake .
Earnings Snapshot:
Broadcom .
Snowflake
Financial Results:
↗️$1,547M rev (+35.1% YoY, +11.2% QoQ) beat est by 4.5%
↘️GM* (71.8%, -1.2 PPs YoY)🟡
↗️Operating Mar...
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Authors
The writers behind this newsletter.
I'm an individual growth stock investor. My writing focuses on quality stocks, investor mindset, portfolio management, and personal finance.
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