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Explore our deep dives

Detailed analyses that reveal how leading tech companies create lasting value

Camtek trades at a premium for a reason, but does valuation already reflect what's coming?

December 12, 2025

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How BrainsWay Is Redefining Mental Health Care with Deep TMS

September 22, 2025

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Kneat: The Gold Standard in Digital Validation

July 20, 2025

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Inside the Cellebrite Opportunity: A Full Breakdown of Growth, Mispricing, and What the Market Gets Wrong

July 14, 2025

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GLBE Deep Dive: Hidden Catalysts, Strong Moat, Big Upside

June 26, 2025

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Israeli Tech: The Story of Similarweb

November 27, 2024

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Monday.com - A Deep Dive Through ANEK’s Lens

November 10, 2024

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The Chip Industry

October 16, 2024

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Appfoilo Vertical Saas for Real estate

June 5, 2024

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Tiny Capital: Using Warren Buffet Approach in Tech

January 17, 2024

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Restaurants are Complex Businesses: Toast

December 31, 2023

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Veeva systems: The ultimate Vertical SaaS deep dive

October 5, 2023

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What's Happening in Fintech?

August 20, 2023

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PowerSchool: Vertical Saas for the Education market

July 6, 2023

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Tech in Recession

October 7, 2022

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DataDog

August 13, 2022

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Meet Twilio

July 8, 2022

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CrowdStrike

June 17, 2022

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Growing Enterprise Software Company: SalesForce

April 28, 2022

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The Rise of Lululemon

March 26, 2022

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Square

March 4, 2022

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How to Examine a Public Company

February 18, 2022

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The Story of Shopify

February 12, 2022

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Spotify: A Deep Dive into The Swedish Music Company

January 29, 2022

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