This Company Could Be The Backbone Of AI

Editor’s Note: On Tuesdays we turn the spotlight outside of Porter & Co. to bring you exclusive access to the research, the thinking, and the investment ideas of the analysts Porter follows personally.  Yesterday, we introduced you to our friend Joel Litman, who we recently spent time traveling through Croatia.  As we wrote about that

A Serial Buyer Of Specialized Software

Editor’s Note: On Tuesdays we turn the spotlight outside of Porter & Co. to bring you exclusive access to the research, the thinking, and the investment ideas of the analysts Porter follows personally. You likely know our guest this week, Pieter Slegers, after his interview with Porter – Decoding The DNA Of The Next 100-Bagger