Zenoble
Zenoble ResearchZenoble is an independent software & fintech investment research platform, backed by a vested portfolio.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 25 | Founded | a year ago | Last Issue | 12 days ago |
| Active | |||||
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zenoble.substack.comLatest Issues
New Trade Idea: Netskope (NTSK)
Netskope went public in September 2025 listing at $19/sh and operates in the cybersecurity space which is currently in the midst of a historic rally led by giants Crowdstrike and Palo Alto Networks.
Netskope acts as the security checkpoint...
Zenoble Vector | April 2026 Portfolio Update
Zenoble -11.7% vs IGV Software Index -19.3% (+7.6% of outperformance)
The Zenoble Vector Portfolio is a live portfolio investing in public software and fintech companies, backed by $100,000 of my personal capital.
SaaSpocalypse 2.0: Anthropic vs The World
The software wreckage rolls on as the Software Index now trades at the same levels from February 2021, having erased more than 5 years of gains.
The media headlines this week pointed blame to Anthropic’s new Mythos model which Anthropic...
Every Time the Nasdaq Fell This Hard, Here's What Happened Next
The Nasdaq closed more than 5% below its 200-day moving average on Friday. That’s a level that has captured my attention because of how rarely it happens and what it tends to signal.
Since 2017, the Nasdaq has crossed this threshold only...
ServiceNow: GAAP Earnings Multiple Valuation
ServiceNow (NYSE: ) | Zenoble Research — March 2026.
This report presents a 3-year GAAP income statement model for ServiceNow, one of the highest-quality enterprise software compounders in the market. Using a GAAP earnings multiple...
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Independent software & fintech investment research, backed by a vested portfolio.
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