by Brandon Ladoff | Feb 27, 2026 | Public Insights
The Software Debate Through Workday’s Eyes February 27, 2026 Periods of confusion can be valuable for the curious. Confusion can cause those with deep knowledge in the area to start talking and sharing more. And the good kind of talking and sharing where they’re...
by Brandon Ladoff | Jan 20, 2026 | Public Insights
January 30, 2026 The following reflects personal views of the author as of the publication date and is not intended as investment advice or a description of any investment strategy or performance. Opinions may change and should not be relied upon for investment...
by Brandon Ladoff | Jan 11, 2026 | Public Insights
The following reflects personal views of the author as of the publication date and is not intended as investment advice or a description of any investment strategy or performance. Opinions may change and should not be relied upon for investment decisions. There is a...
by Brandon Ladoff | Oct 25, 2025 | Public Insights
October 20, 2025 The following reflects personal views of the author as of the publication date and is not intended as investment advice or a description of any investment strategy or performance. Opinions may change and should not be relied upon for investment...
by Brandon Ladoff | Jul 1, 2025 | Public Insights
When thinking about how to compound capital over time, and importantly how to enjoy our work along the way, our belief system as investors has pointed towards finding businesses that are objectively meeting customers and employees where they want to be. Put simply,...
