Palm Valley Capital Fund’s Q3 2026 Investor Letter
Palm Valley Capital Management has released its third-quarter 2026 investor letter for the Palm Valley Capital Fund. The fund gained...
Oracle Corporation (ORCL) Rockets to 121% Cloud Infrastructure Growth but the Bill Is Huge
Cloud software keeps modern businesses running. It powers customer communications, sales management, cybersecurity, databases, and data analytics—services companies rely on...
ServiceNow (NOW) Puts Growth to Work as Quarterly Revenue Nears $4 Billion
Cloud software keeps modern businesses running. It powers customer communications, sales management, cybersecurity, databases, and data analytics—services companies rely on...
Snowflake (SNOW) Heats Up With 37% Product Revenue Growth but Losses Linger
Cloud software keeps modern businesses running. It powers customer communications, sales management, cybersecurity, databases, and data analytics—services companies rely on...
Salesforce (CRM) Turns Up the Cash With an 81% Free Cash Flow Surge
Cloud software keeps modern businesses running. It powers customer communications, sales management, cybersecurity, databases, and data analytics—services companies rely on...
Datadog (DDOG) Fetches 36% Revenue Growth but Earnings Need More Bite
Cloud software keeps modern businesses running. It powers customer communications, sales management, cybersecurity, databases, and data analytics—services companies rely on...
Palo Alto Networks (PANW) Packs a $3.41 Billion Revenue Punch as Sales Jump 34%
Cloud software keeps modern businesses running. It powers customer communications, sales management, cybersecurity, databases, and data analytics—services companies rely on...
CrowdStrike (CRWD) Flexes $5.84 Billion in Recurring Revenue
Cloud software keeps modern businesses running. It powers customer communications, sales management, cybersecurity, databases, and data analytics—services companies rely on...
Twilio (TWLO) Rings Up 129% Operating Profit Growth With an Earnings Twist
Cloud software keeps modern businesses running. It powers customer communications, sales management, cybersecurity, databases, and data analytics—services companies rely on...
MongoDB (MDB) Grows Revenue 30% but Its CEO Exit Steals the Show
Cloud software keeps modern businesses running. It powers customer communications, sales management, cybersecurity, databases, and data analytics—services companies rely on...