Software Stack Investing

Investing analysis of the software companies that power next generation digital businesses. The host has significant experience leading software engineering for a number of large consumer Internet properties. He brings insights as a technology practitioner and budget owner to evaluating software infrastructure companies in categories like developer tooling, big data, observability and application hosting. Sample company stocks covered include SNOW, NET, DDOG, MDB, CRWD, ZS and GTLB. Podcast supplements the content on SoftwareStackInvesting.com. Follow on Twitter @StackInvesting.

Contributors

Host

Peter Offringa

Peter Offringa brings a deep understanding of software, networking, and data storage infrastructure to investing in technology companies. For over 20 years, he has led engineering teams building rich digital experiences for some of the largest consumer internet properties. Recently, Peter parlayed this technology experience into investment research through the website, Software Stack Investing. He regularly publishes analysis on the software infrastructure sector and its leading providers.