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]