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Tidal Wave

Arda Capital

Data-driven investment newsletter about software, internet, and media businesses.

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues24Founded4 years agoLast Issue3 years ago
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Latest Issues

Google I/O, Bard, and Implications for Search

Welcome to Tidal Wave, a research newsletter about software, internet, and media businesses. And as always, if you’ve been forwarded this email (you know who you are), you can become a subscriber by clicking the link below.

Subscribe now...

3 years ago
45
5

GitLab, AI Eating Software, and Syndrome from The Incredibles

Welcome to Tidal Wave, a research newsletter about software, internet, and media businesses. And as always, if you’ve been forwarded this email (you know who you are), you can become a subscriber by clicking the link below.

Subscribe now...

3 years ago
32
2

Notes & Takeaways from Sohn Conference

Below are key takeaways and notes from the Sohn Conference that was held yesterday. The Sohn Conference is an annual investment conference hosted by the Ira Sohn Foundation.

Proceeds from the conference support MSK Kids, the pediatric pro...

3 years ago
15
1

Atlassian Part 2: Muddy Waters Even After Pullback

Welcome to Tidal Wave, a research newsletter about software, internet, and media businesses. If you have not yet, please subscribe below, and would appreciate it if you could follow me on LinkedIn (because you know, Elon).

Subscribe now...

3 years ago
14
3

Atlassian Part 1: The Everything for Everyone, Everywhere All at Once Platform

Welcome to Tidal Wave, an investment and research newsletter about software, internet, and media businesses.

Subscribe now

Given this is an investment-focused post, a quick disclaimer: this is not investment advice, and the author holds p...

3 years ago
18
1

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