Feb 23, 2026
In this Dialogue episode of The Synopsis, we discuss the recent fears in SaaS with the looming AI risk and dig deeper into ServiceNow!
Five Minute Money Newsletter Free Sign Up
Watch the ServiceNow Video here, or the Constellation Software Video Here, the Adobe Video Here.
~*~
You can also get a free trial to...
Feb 19, 2026
In this Company episode of The Synopsis we talk about Shift4, drawing from our 85-page research report to cover everything from their early history, to an overview of the payment landscape, and their unique customer acquisition model, as well as competitive moats.
**Learn more about our 85-page Shift4 Research Report...
Feb 10, 2026
In this Dialogue episode of The Synopsis, we discuss the recent sell off of software names, Constellation Software, and introduce the idea of "Point of Monetization" to analyze why Dating Apps are such a bad business.
Five Minute Money Newsletter Free Sign Up
Watch the Constellation Software Video Here, the Adobe Video...
Feb 5, 2026
In this monologue episode of The Synopsis, we discuss AppFolio, Meta, & LVMH, plus make some CSU comments.
Watch the Constellation Software Video
Five Minute Money Newsletter Sign Up
~*~
You can also get a free trial to AlphaSense to read 200k+ expert calls through this link.
~*~
For full access to all of our...