Tidal Wave

Home
Software Investing Resources
Internet Investing Resources
Archive
About
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…
 • 
Arda Capital
2
New
Top
Community
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…
 • 
Arda Capital
4
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…
 • 
Arda Capital
1
Atlassian Part 2: Muddy Waters Even After Pullback
Welcome to Tidal Wave, an investment and research newsletter about software, internet, and media businesses. Given this is an investment-focused post, a…
 • 
Arda Capital
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. Given this is an investment-focused post, a…
 • 
Arda Capital
1
Transcript: Druckenmiller [April 2023]
This is a lightly edited transcription of the interview that Druckenmiller did at Norges Bank's Annual Investment Conference on April 24, 2023. The…
 • 
Arda Capital
Resources for Investing in Internet Businesses
Hi All — Yesterday, I shared on Twitter the resource page I published for understanding and investing in internet, marketplace, and media businesses…
 • 
Arda Capital
Generative AI, Adobe, Shutterstock, and Andy Warhol?
Welcome to Tidal Wave, an investment and research newsletter about software, internet, and media businesses. In case you missed it, here’s a link to…
 • 
Arda Capital
On NVIDIA, Fading the Hype, and a Look Back at the Dot-Com Bubble
Welcome to Tidal Wave, an investment and research newsletter about software, internet, and media businesses. Quick disclaimer: this is not investment…
 • 
Arda Capital
4
Databricks (Pre IPO) Primer and a Requiem for Hadoop
Welcome to Tidal Wave, an investment and research newsletter about software, internet, and media businesses. Please subscribe so I can meet Matt Levine…
 • 
Arda Capital
7
Tidal Wave
Tidal Wave
Data-driven investment newsletter about software, internet, and media businesses.
Recommendations
View all 10
MBI Deep Dives
MBI Deep Dives
MBI Deep Dives
TSOH Investment Research Service
TSOH Investment Research Service
The Science of Hitting
The Split
The Split
Turner Novak
Net Interest
Net Interest
Marc Rubinstein
SaaSletter
SaaSletter
Matt Harney
© 2023 Arda Capital
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing