We view Tyler Technologies as the clear leader in a sleepy and underserved public service software niche market. We believe there is a decadelong runway for normalized top-line growth near 10% at ...
I've not been shy over the past couple years about my love for the Acer Chromebook 516 GE and the follow-up Plus model that launched earlier in 2024. Both are quite similar, and both are insanely ...
We came across a bullish thesis on Meta Platforms, Inc. (META) on Investment Ideas by Antonio’s Substack by Antonio Linares. In this article, we will summarize the bulls’ thesis on META. Meta ...