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GoldenLake’s Deep Dives

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Deep-Dives
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Summary

Sector Tech
Content Type Analysis
Website Substack
Paywall Yes

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Content

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Strategies for bear market investing

July 31, 2022, 1:41 p.m.

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Free article - Macro takes: How the Euro destroyed Europe

July 5, 2022, 5:51 p.m.

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TMT Series #9: Stripe, an unrelenting focus on product innovation & customer service

June 27, 2022, 4:53 p.m.

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TMT Series #8: VMware, a strategic acquisition for Broadcom's software push

June 10, 2022, 11:57 p.m.

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TMT Series #7: Snowflake, a long-term aggressive bet on the future of the data cloud (2/2)

June 2, 2022, 6:59 p.m.

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TMT Series #7: Snowflake, a long-term aggressive bet on the future of the data cloud (1/2)

June 2, 2022, 6:58 p.m.

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TMT Series #6: Sea Limited, weak operating fundamentals will continue to plague the company going ahead

May 16, 2022, 8 p.m.

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Interview with renowned macro investor Felix Zulauf, founder of Zulauf Asset Management

May 13, 2022, 6:15 p.m.

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TMT Series #5: Universal Music Group (UMG) and the Music-as-a-Service paradigm (Part 2/2)

April 22, 2022, 2:38 p.m.

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TMT Series #5: Universal Music Group (UMG) and the Music-as-a-Service paradigm (Part 1/2)

April 22, 2022, 2:37 p.m.

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My SaaS Commandments: Truths about software companies in the digital age

March 12, 2022, 10:59 a.m.

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Crypto Series #1 | How to pick & analyze altcoins?

Jan. 30, 2022, 7:25 p.m.

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Free write-up | TMT Series #4: Toast, empowering the restaurant ecosystem through technology

Jan. 23, 2022, 6:37 p.m.

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TMT Series #3: nCino, a driving force behind banks' digital transformation journey

Jan. 12, 2022, 7:13 p.m.

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TMT Series #2: Confluent, a new paradigm for handling data (Part 2/2)

Jan. 2, 2022, 9 a.m.

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TMT Series #2: Confluent, a new paradigm for handling data (Part 1/2)

Jan. 2, 2022, 9 a.m.

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TMT Series #1: Rapid7, the next unified platform in cybersecurity?

Dec. 23, 2021, 5:17 p.m.

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Which equity sectors can combat higher inflation?

Nov. 29, 2021, 1:49 p.m.

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Quick Primer on telemedicine & the digital health revolution

May 21, 2021, 8 a.m.

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Short Report: HelloFresh (ETR: HF)

April 25, 2021, 7:34 p.m.

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