Lewistown Capital
Ryan SeawellSoftware investing
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 7 | Founded | 2 years ago | Last Issue | 7 months ago |
| Active | |||||
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Operating Leverage as a Source of Market Inefficiency
One source of market inefficiency is margins. Specifically, projecting future margin profiles in cases of extreme operating leverage.
Pat Dorsey, in this talk at Google, explains:
PAT DORSEY: “So when Morningstar initiated on MasterCard...
Revisiting Veeva
Disclaimers: I own Veeva shares; this is not investment advice
I had a chance to regroup on Veeva over the last few days after writing up the business back in June. Some updated thoughts:
Veeva is going to benefit from AI
“Duh,”...
[$MNDY] Monday.com
Disclaimer: This is not investment advice
Monday.com is many things to many people.
It’s a task/process management tool. It’s also a CRM. It has a Dev offering. It has a Service offering. It’s an offering for SMBs, mostly. But it’s...
[$VEEV] Veeva Systems
Disclaimers: I own Veeva shares; this is not investment advice
Veeva is the global leader in cloud software for the life science industry, serving ~1,500 customers, including ~47 of the top 50 global biopharmaceutical companies.
S...
[$TSU.TO] Trisura Group
Disclaimer: I am wrong often, please do your own work
Trisura is a ~c$1.5bn market cap North American specialty insurance platform.
The business was founded in 2006 and formerly sat within Brookfield Corp. It spun out in 2017 and has per...
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