SPEAR INVESTSpear Insights: The tech collapse and the aftermath; inflation and the jobs mysteryIn this Weekly Insights we focus on technology earnings, inflation, and the mystery behind the strong job numbers.Nov 17, 2022Nov 17, 2022
SPEAR INVESTSPEAR Insights: The fall of the Tech Giants and the fate of cloud spending, collapsing…In this Weekly Insights we focus on cloud spending, semi-conductor earnings and the macro backdrop.Nov 3, 2022Nov 3, 2022
SPEAR INVESTSPEAR Insights: Anatomy of a bear market and what to expect this earnings seasonIn this Weekly Insights we provide thoughts on where we are in the current market downturn and what to expect this earnings season based on…Oct 27, 2022Oct 27, 2022
SPEAR INVESTSPEAR Insights: Why cybersecurity remains our top investment theme post earnings, FOMC impact on…In this Weekly Insights we focus on cybersecurity opportunities post earnings, and provide thoughts on investing in technology amidst a…Sep 22, 2022Sep 22, 2022
SPEAR INVESTSPEAR Weekly Insights: Is tech cyclical or secular?In this Weekly Insights we provide thoughts the technology sector and earnings from key industrial technology companies: Nvidia, Marvell…Sep 7, 2022Sep 7, 2022
SPEAR INVESTSPEAR Weekly Insights: Palo Alto Networks sets the stage for cybersecurity earnings, software…In this Weekly Insights we provide thoughts on Palo Alto Networks’ earnings and the outlook for cybersecurity, software valuations, and the…Aug 23, 2022Aug 23, 2022
SPEAR INVESTCloudflare: Taking Over the CloudCloudflare is one of the most misunderstood companies in our coverage universe and a battle ground among investors. The key debate is in…Aug 18, 2022Aug 18, 2022
SPEAR INVESTSPEAR Weekly Insights: Inflation and the favorable set up for industrial technology in 2H22…In this Weekly Insights we provide thoughts on inflation and the favorable set up for industrial technology in 2H22, and earnings from key…Aug 11, 2022Aug 11, 2022
SPEAR INVESTSPEAR Weekly Insights: Don’t underestimate the market as an inflation hedge, earnings from…In this Weekly Insights we provide thoughts on the macro backdrop, the market as an inflation hedge, and earnings from consumer vs…Aug 3, 2022Aug 3, 2022
SPEAR INVESTSPEAR Weekly Insights: Recession playbook and the case for industrial technology, earnings from…In this Weekly Insights we provide a recession playbook, 2Q22 earnings insights, and the long term case for industrial technology.Jul 26, 2022Jul 26, 2022