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Cybersecurity Primer - Part II
The Who's Who and What's What breakdown into the key segments within the Cybersecurity theme.
May 21, 2024
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Cybersecurity Primer - Part II
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Cybersecurity Primer - Part I
This is part 1 of a primer series on the Cybersecurity space for newbies, written by a generalist for generalists.
May 8, 2024
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Cybersecurity Primer - Part I
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UMG Investment Thesis
UMG offers the oportunity to own the #1 player in a global oligopoly, benefitting from secular growth with high margin royalty revenues and compounding…
Apr 16, 2024
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UMG Investment Thesis
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Ring Central Investment Thesis
The short thesis, in short: the story is a delicate balance between revenue growth, FCF generation and debt management. Pressures are mounting on the…
Mar 25, 2024
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Ring Central Investment Thesis
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Introducing NTH Capital
Welcome to NTH Capital! This is a substack of research ideas from a buyside analyst's eyes.
Mar 13, 2024
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Introducing NTH Capital
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NTH Capital Substack
An investor's substack of equity research ideas from a buyside analyst's eyes.
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