Industry Focus

Today we tackle a company squarely focused on data -- Confluent.

They focus on data streams, allowing businesses to connect, analyze, and integrate data in real-time. We break down why it checks a lot of the boxes in our investing approach and why the company is going to have to educate the market.

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Direct download: 20210618_IF_Energy.mp3
Category:Podcast -- posted at: 1:22pm EDT