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Thematic Updates

Artificial Intelligence PrimerDecember 5, 2023
Cybersecurity PrimerFebruary 16, 2022
Top Themes in Industrial TechnologyNovember 8, 2021

New to Spear

We use our research to craft our portfolios of high conviction ideas

Company Updates

Nvidia: The One-Stop AI ShopMay 23, 2023
Zscaler: Cybersecurity Platform Build for the CloudFebruary 28, 2022

MONTHLY UPDATES

Big Ideas Report 2021October 21, 2021
Big Ideas Report 2021October 5, 2021
Big Ideas Report 2021May 20, 2021

IN THE NEWS

Industrial Stock Picks: CGNX,\ ANSS, GEOctober 21, 2021
Industrial Stock Picks: CGNX,\ ANSS, GEOctober 5, 2021
Industrial Stock Picks: CGNX, ANSS, GEAugust 18, 2021