Summary Google is removing third-party cookies in 2022 and it won’t track user-level data in any way. Third-party cookies have been the lifeblood for the internet because they facilitated free content. We look at why Google is removing them and what a cookieless world will look…
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A deep dive into the business, industry, KPIs, Q1'2021 financials and risks.
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Summary Just over a decade since its founding in 2009, Okta has risen to the top in the Identity Access Management market. A massive contributor to the…
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Summary Peloton was the biggest winner in 2020 because of Covid, but as people look forward to exercising outdoors, it could spell a new dawn for the…
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Summary CrowdStrike Q4 and FY2021 results were simply phenomenal with rapid growth across financial and operations metrics. It expanded the Falcon…
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Welcome to DTF's Sleep Well Investments by me, DTF Capital. Freelance equity analyst & writer on Seeking Alpha. Passionate about quality and…

DTF's Sleep Well Investments