Zenoble
Zenoble ResearchZenoble is an independent software & fintech investment research platform, backed by a vested portfolio.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 24 | Founded | a year ago | Last Issue | 18 days ago |
| Active | |||||
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zenoble.substack.comLatest Issues
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 $100,000 of my personal capital.
SaaSpocalypse 2.0: Anthropic vs The World
The software wreckage rolls on as the Software Index now trades at the same levels from February 2021, having erased more than 5 years of gains.
The media headlines this week pointed blame to Anthropic’s new Mythos model which Anthropic...
Every Time the Nasdaq Fell This Hard, Here's What Happened Next
The Nasdaq closed more than 5% below its 200-day moving average on Friday. That’s a level that has captured my attention because of how rarely it happens and what it tends to signal.
Since 2017, the Nasdaq has crossed this threshold only...
ServiceNow: GAAP Earnings Multiple Valuation
ServiceNow (NYSE: ) | Zenoble Research — March 2026.
This report presents a 3-year GAAP income statement model for ServiceNow, one of the highest-quality enterprise software compounders in the market. Using a GAAP earnings multiple...
Samsara ($IOT): Bringing AI to the Real World
After 15 years in wealth management, I founded Zenoble Research to bridge the gap between institutional research and independent investing. Every thesis I publish is backed by real capital in the Vector Portfolio, a strategy investing in th...
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| Subscribers | Engagement | 73 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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The writers behind this newsletter.
Independent software & fintech investment research, backed by a vested portfolio.
Frequently Asked Questions
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You can find recent issues that have been published by Zenoble on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
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