Daily coverage of Everything that is moving Tech stocks: Institutional grade commentary overlaid on top of easy to digest summaries of the latest Wall Street Research, News, Earnings and Data releases. Written by a 17-year Tech Hedge Fund Veteran.

Opinions on companies and markets. Not investment advice.

Pharmaceutical Positioning - developing Version 2 of the book in real time

Innovations in Pharmaceutical Innovation A blog/ part-work from Mike Rea, CEO of IDEA Pharma, exploring pharmaceutical innovation in general, and more specifically the approach to using the learning process for competitive advantage

Deep dives/analyses of the technology companies and tech sub-industries. Mostly about AI, semiconductor, cloud, software, and ad tech sectors.

Weekly data driven analysis of SaaS companies