Names and dates subject to change at any time
2/8: Data platforms [MDB, SNOW]: Part 1 and Part 2
2/26: Thoughts on S&P Global / IHS Markit merger
3/15: Data platforms [SNOW, SPLK, ESTC, etc.]: Part 3
3/31: Data platforms [SNOW, SPLK, ESTC, etc.]: Part 4
4/15: Align and Smile Direct Club [ALGN; SDC]
4/30: Teledoc [TDOC]
5/15: FleetCor and WEX (FLT, WEX): Part 1
5/30: FleetCor and WEX (FLT, WEX): Part 2
6/15: Nvidia, etc. – Part 1
6/30: Nvidia, etc. – Part 2
7/15: Nvidia, etc. – Part 3
7/30: Intuit
8/15: Updates: Wizz Airlines [WIZZ], Everbridge [EVBG]
8/30: Update: Guidewire [GWRE], Smartsheet [SMAR]