Eric Flaningam

I think the cybersecurity landscape is fascinating. The cybersecurity industry has a number of intriguing investment characteristics: high demand, (seemingly) unlimited time horizon for growth, pricing power, and a massive TAM.  On the other hand, there’s an exceptional amount of competition, fragmentation, and the barrier to execution is high.

Cloud is the industry I’m most invested in and the industry I’ve spent the most time studying. I like to provide a quarterly update on the state of the market & trends I’m seeing play out.  My goal for this article is to provide market share data,

Welcome back to the Public Comps blog! Our goal is to provide high-quality, data-driven research on companies and industries. I also publish my research and other learnings regularly here. The data center today can be broken down into 3 categories for investors. At the foundational level, semiconductors enable most of

Welcome back to the Public Comps blog! Our goal is to provide high-quality, data-driven research on companies and industries. I also publish my research and other learnings regularly here. My goal of this article is threefold: 1. Provide an overview of the modern data landscape. 2. Provide an understanding of