Net Expansion Rate is an independent publication launched in August 2022 focused on TMT investing and a select other companies/sectors. Your subscription makes this site possible, and allows Net Expansion Rate to continue to exist. Thank you!
I am to write ~5x per month with at least 1 in-depth company write-up
Areas of focus
- In-depth company write-ups
- Earnings commentary and analysis
- Interesting market insights that I come across
- Random stuff that interests me
