Tidal Wave

Investment Research

A chart-heavy cloud + SaaS newsletter

Weekly newsletter on software industry metrics, finance, strategy and operations. What you need to know to be a successful leader.

VC @ Bessemer; data-driven reflections on startups, AI/ML trends, and venture investing

SaaS research by a pro

Long-term investment research with 100% transparency (prior disclosure of all portfolio changes). TSOH is written by Alex Morris, a former buyside equities analyst, CFA Charterholder, and the author of "Buffett And Munger Unscripted".

Where technology and venture capital intersect: A deeply reported newsletter on the inner workings of the startup industry. Helmed by Eric Newcomer with writing from Madeline Renbarger.

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

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

Weekly podcast episodes with transcripts, plus the occasional longer post