Tidal Wave | Arda Capital | Substack

And again with the re-bundling...

Mar 21

New Top Community

Welcome to Tidal Wave, an investment and research newsletter about software, internet, and media businesses. Please subscribe so I can meet Matt Levine…

Mar 16

Investors, including myself, have historically lionized the ability of private equity sponsors to drive efficiency and get software businesses to 30…

Mar 15

Welcome to Tidal Wave, an investment and research newsletter about software, internet, and media businesses. Please subscribe so I can meet Matt Levine…

Mar 15

The discussion around Microsoft’s recent endeavors in AI and investment in OpenAI has largely been focused on their self-declared war on Google Search…

Mar 6

An upstart upends the media landscape. The company pioneers a new way to distribute shows and movies. Its trailblazing leads its peers and others into a…

Feb 20

Table of Contents: Understanding the Incremental Bid Shareholder Transitions Coupa Case Study Shareholder Transition En Masse Programming Note…

Feb 13

Private equity, activists, and usually passive investors are coming to rationalize software company’s spend and align the cost structure for future…

Jan 25

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