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, and Michael Fritzell

28 July 2022 . 2:47 PM

2 min read

Latest

Conclusion: Probably not a big deal

, and Michael Fritzell

28 April 2026

Link REIT + four more

, and Michael Fritzell

26 April 2026

Claude Projects, Claude for Microsoft Office, Cowork and Dispatch

, and Michael Fritzell

21 April 2026

Deep-dives

GDS monopoly turned into a SaaS growth story at 11x P/E

, and Michael Fritzell

19 April 2026