@DeepSailCapital Pretty good picks in those last two short lists...

$VEEV trading at 60% of aggregate biotech funding, avg since mid '21

$VEEV down -35% since converting to a Public Benefit Corp

Any good reads/experts on the $IQV v $VEEV lawsuits? Veeva share gains very healthy, but is it all built on the alleged unlawful use of IQVIA IP?

$SPGI on state of cloud cc: $MSFT $AMZN $GOOGL "There's very few data centers left. We have 15 data centers overall in the company. And by the time we finish, we'll end up with about 6, having started with more than 40."

$V Direct growing on $PYPL

@JerryCap Refreshing to see $GOOGL in every category.

Bullish $ADBE

2025E revenue since the day ChatGPT was launched: $NVDA: +32% $GOOGL: 8% $ADBE: -2% $MSFT: -4%

$FIS on $ADYEN: "In global e-comm I view our competitor to be Adyen. And I think they do a fabulous job, by the way. That being said, it's a huge market. It has a ton of growth in it. And there's really only 2 of us that can go around the world." @retaox with the scoop

$ABNB trend sans 2020/2021

$ETSY trend looking healthy - marketing spend per active buyer ~20% of Amazon at same scale.

"Up on the screen is $ADBE Photoshop on the left and $GOOGL YouTube on the right, because you're searching how do I [ ] in Photoshop? You shouldn't have to do that. That's why AI is a platform shift because it changes the nature of how we use all of these products." @scottbelsky

$NOW Bull Thesis "1. Our innovation expands our addressable mkt, driving durable growth. 2. The strength of our platform model delivers inherent leverage and value at scale. 3. $NOW has consistently demonstrated strong execution despite the changing and complex global economy."

$NOW "As I think about Fortune 500 CEOs, I'll just tell you a little story. This is consistent, by the way. Usually, we meet them, they tell me, 'I've heard great things from my people. I don't know exactly what you do.'"

$NOW "When we think about our category of digital transformation, our brand and our future, we're very pleased that it builds on a very strong foundation of terrific execution. We're a platform company. We believe organic growth is delicious, and we're going to stay on that path.

@EugeneNg_VCap ETF share counts change often and rebalancing is tax-efficient. Will change as we move into private capital.

@EugeneNg_VCap The ETF vehicle allows for tax-efficient rebalancing, so we maintained a higher level of turnover last quarter than we plan to going forward.

Upholdings' 1Q23 "13F"

7/ It underscores our foundational spirit, and ensures we keep our focus on our merchant’s growth, on changing the payment landscape, and on having fun while doing it.

6/ The way we work is crucial to our success. It guarantees that we continue to make good choices to build an ethical business and it secures integrity of our company culture. The Adyen Formula is key to how we recruit, grow and retain talent globally.

5/ The Adyen Formula ensures speed, which we view as the foundation of our company. We think fast, work fast, launch fast. Our merchants’ demands shape our development, & we never stop – that is our job. We’re creating our own path, with a global team driving sustainable growth.

4/ • We include different people to sharpen our ideas • We don’t hide behind email, instead we pick up the phone • We create our own path and won’t be slowed down by “stewards” • We launch fast and iterate • We talk straight without being rude

3/ The Eight Principles: • We build to benefit all customers (not just one) • We make good choices to build an ethical business and drive sustainable growth for our customers • Winning is more important than ego; we work as a team – across cultures and time zones

2/ Adyen is a global company with offices around the world that competes in local labor markets. How we work together globally is guided by the Adyen Formula. These principles are not constant – but constantly evolving to keep pace with merchants, business and growth of the team: