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Jan 7, 2022

Platforms that Scale

Investment thesis on the current state of venture on Infrastructure versus Platforms as a Service serving as Goldilocks zone for security and scalability.

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May 1, 2021

Inflation and Consumer Spending

The current state of the markets, sentiment from Goldman Sachs, Morgan Stanley, and CFRA on market outlooks, and sectors to look out for in the long run that will perform in Q2.