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Google I/O, Bard, and Implications for Search
Welcome to Tidal Wave, a research newsletter about software, internet, and media businesses. And as always, if you’ve been forwarded this email (you…
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Arda Capital
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GitLab, AI Eating Software, and Syndrome from The Incredibles
Welcome to Tidal Wave, a research newsletter about software, internet, and media businesses. And as always, if you’ve been forwarded this email (you…
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Arda Capital
2
Notes & Takeaways from Sohn Conference
Below are key takeaways and notes from the Sohn Conference that was held yesterday. The Sohn Conference is an annual investment conference hosted by the…
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Arda Capital
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Atlassian Part 2: Muddy Waters Even After Pullback
Welcome to Tidal Wave, an investment and research newsletter about software, internet, and media businesses. Given this is an investment-focused post, a…
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Arda Capital
3
Atlassian Part 1: The Everything for Everyone, Everywhere All at Once Platform
Welcome to Tidal Wave, an investment and research newsletter about software, internet, and media businesses. Given this is an investment-focused post, a…
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Arda Capital
1

April 2023

Transcript: Druckenmiller [April 2023]
This is a lightly edited transcription of the interview that Druckenmiller did at Norges Bank's Annual Investment Conference on April 24, 2023. The…
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Arda Capital
Resources for Investing in Internet Businesses
Hi All — Yesterday, I shared on Twitter the resource page I published for understanding and investing in internet, marketplace, and media businesses…
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Arda Capital
Generative AI, Adobe, Shutterstock, and Andy Warhol?
Welcome to Tidal Wave, an investment and research newsletter about software, internet, and media businesses. In case you missed it, here’s a link to…
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Arda Capital
On NVIDIA, Fading the Hype, and a Look Back at the Dot-Com Bubble
Welcome to Tidal Wave, an investment and research newsletter about software, internet, and media businesses. Quick disclaimer: this is not investment…
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Arda Capital
4
Databricks (Pre IPO) Primer and a Requiem for Hadoop
Welcome to Tidal Wave, an investment and research newsletter about software, internet, and media businesses. Please subscribe so I can meet Matt Levine…
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Arda Capital
8
Messy Middle and When Religion Isn't Enough
Welcome to Tidal Wave, an investment and research newsletter about software, internet, and media businesses. Please subscribe so I can meet Matt Levine…
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Arda Capital
4

March 2023

Workday vs. Salesforce's Efficiency and The Cost of Churn
Welcome to Tidal Wave, an investment and research newsletter about software, internet, and media businesses. Please subscribe so I can meet Matt Levine…
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Arda Capital
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