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Matt Wolodarsky
Feb 21, 2021
30 min read
My favorite investing thematics for the next decade
“If you're looking for a home run -- a great investment for five years or 10 years or more -- then the only way to beat this enormous fog...
Matt Wolodarsky
Aug 30, 2020
14 min read
Stock Idea: Can PagerDuty cross the chasm from niche to mainstream for outsized investor returns
The investment story of PagerDuty (NYSE: PD) is one of digital transformation and its ability to expand beyond the niche DevOps market
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