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Sensus Capital Research

Sell-side research focusing on investing into Tech, SaaS and small-cap markets.

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Issues32Founded10 months agoLast Issuea month ago
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Latest Issues

Sensus Tech Insights: Snowflake $SNOW — Part 2

Welcome back. This is Part 2 of our Sensus Tech Insights deep dive into Snowflake Inc ($SNOW).

In Part 1, we covered the ground that every investor needs to understand before forming a view on this business.

We walked through the architec...

a month ago
9
1

Sensus Tech Insights: Snowflake $SNOW - Part 1

Welcome back to Sensus Tech Insights.

Today, we are turning our attention to a name that sits at the very centre of the future-oriented enterprise data infrastructure stack - Snowflake Inc ($SNOW).

Since we see Snowflake’s product as som...

2 months ago
20
6

Zeta Global ($ZETA): The AI Marketing Cloud That Software Bears Are Missing

The software sector in 2026 has witnessed one of its worst drawdowns since the 2022 rate-shock. Former market darlings like Salesforce, ServiceNow and Shopify all down 15-20%, some even over 25% at some point. JP Morgan estimates roughly $2...

3 months ago
34
6

Dynatrace ($DT): Buying the Panic

Welcome back to Sensus Capital Research. This weekend, we are initiating coverage on Dynatrace Inc ($DT), a name we have been watching closely and building a position in as the broader software sector got and keeps on getting obliterated....

3 months ago
27
8

Why We Are Rotating Into the UAE - Part 2

In the Part 1 of our UAE Market Initiation, we established the macro foundation: 5.3% GDP growth, 77% non-hydrocarbon economy, fiscal surplus, contained inflation at 1.3%-1.8%, and a double-digit credit growth funded by genuine domestic sav...

3 months ago
23
2

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    Institutional-grade investment research. We identify the signal in the noise with deep-dive Tech analysis, macro strategy, and high-conviction trade ideas.

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