WisdomTree Insights

Software investing can be a rollercoaster ride. Christopher Gannatti highlights our cybersecurity and cloud computing Funds, including the factors driving their performance, the challenges they face and the potential opportunities they offer in an ever-evolving market.
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When we speak with investors, the question of valuation is probably the most popular point that tends to come up, especially with tech-oriented topics. Christopher Gannatti takes a deep dive into the valuation, profitability and growth of the WisdomTree Team8 Cybersecurity Index and the BVP Nasdaq Emerging Cloud Index. 
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For software firms, which metric is more important: growth or profitability? Christopher Gannatti analyzes each and discusses Bessemer Venture Partner’s “Rule of X,” which seeks to address this question. 
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Amidst a banner year for artificial intelligence, cloud computing strategies have not participated in AI’s rally. Christopher Gannatti explores how this could change.
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Every year, Bessemer Venture Partners (BVP) puts out research and perspective on what they term the “Cloud 100”—the 100 most significant private market cloud companies. Christopher Gannatti breaks down a few highlights from this year’s report.
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We recently spoke with Janelle Teng of Bessemer Venture Partners for a discussion on software and cloud computing. Christopher Gannatti summarizes a few key takeaways.
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