Kevin Stevens

Jul 30, 2022

Analyzing Climate Tech Software Exits

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2 min read↗

Jul 6, 2022

When Cash Becomes a Moat

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3 min read↗

Jul 1, 2022

Margins Matter.

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2 min read↗

Jun 2, 2022

5 Stocks Weathered the Great Recession Better Than Most, What Can We Learn?

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1 min read↗

May 27, 2022

VMWare, a sign of things to come?

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1 min read↗

May 16, 2022

Rule of 40 Rules All

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2 min read↗

Feb 28, 2022

Energize Co-Leads Aurora Solar's Series D Round

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4 min read↗

Feb 11, 2022

What's Old is New Again

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1 min read↗

Feb 8, 2022

Balancing Growth, Quality, and Valuations

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3 min read↗

Feb 4, 2022

A Trillion Here, a Trillion There

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1 min read↗