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Desk Notes: Watchlist Upgrades & Downgrades (August 2026)
Posted inCoverage Notes

Desk Notes: Watchlist Upgrades & Downgrades (August 2026)

This is an overdue update to the Watchlist, reflecting how the investment landscape has continued to evolve throughout the year. The revisions incorporate changes in the macroeconomic environment, industry fundamentals,…
Posted by axb August 6, 2026
Desk Notes: The Great SaaS Misunderstanding
Posted inCoverage Notes

Desk Notes: The Great SaaS Misunderstanding

Enterprise software has been sold off as investors assume AI, agents, and “vibe coding” will replace platforms like Salesforce, ServiceNow, and even Palo Alto Networks. The narrative suggests AI can…
Posted by axb February 1, 2026

Recent Posts

  • Desk Notes: Watchlist Upgrades & Downgrades (August 2026)
  • Earnings: Uber Technologies FY26 Q2
  • Earnings: Advanced Micro Devices FY26 Q2
  • Earnings: Pinterest FY26 Q2
  • Earnings: SoFi Technologies FY26 Q2

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About the Blog

With decades of experience in business consultancy and entrepreneurship, august bear has worked closely with leadership teams to analyze and refine operational strategies that drive growth and profitability. This extensive hands-on experience has fostered a deep understanding of how business models are built, scaled, and optimized—particularly in the fast-evolving tech sector. Whether an investor seeking an edge, a business leader exploring new perspectives to refine strategy, or an enthusiast looking to understand how technology is transforming industries, this blog provides an in-depth look at the forces shaping the future of business and innovation.

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