Antarctic Circle Capital

Antarctic Circle Capital

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Antarctic Circle Capital
Antarctic Circle Capital
Performance Technologies (21/04/23 updated)

Performance Technologies (21/04/23 updated)

A company supported by Microsoft growth

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Antarctic Circle Capital
Nov 06, 2023
∙ Paid
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Antarctic Circle Capital
Antarctic Circle Capital
Performance Technologies (21/04/23 updated)
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This Performance Technologies deep dive was made in April 2023. I am posting it now as then I did not have the newsletter, and I really think that is a deep dive that have aged well. At the end I will add some notes updating a little the thesis. Hope you enjoy.

Digital transformation in the global economy has accelerated in recent years. Organizations ar…

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