Tidal Wave

Investment Research

A chart-heavy cloud + SaaS newsletter

Software and Finance

VC @ Bessemer; data-driven reflections on startups, cloud trends, and growth-stage investing

SaaS research by a pro

Long-term investment research with 100% portfolio transparency. TSOH is written by Alex Morris, a former buyside equities analyst and CFA Charterholder.

Where technology and venture capital intersect: A deeply reported newsletter on the inner workings of the startup industry written by Eric Newcomer.

Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in financial stocks.

Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Stay on top of the latest tech and startup stories.