Podcast On Cloud Stocks: Consumption Model Vs. Subscription Model

Dec. 02, 2022 10:47 AM ETMDB, MSFT, S, SNOW, ZS1 Comment


  • In October, Tech Insider Network CEO and Lead Tech Analyst Beth Kindig joined Jeremy Owens, Tech Editor, and San Francisco Bureau Chief of MarketWatch, on Barron’s Live.
  • The takeaway is that a best-of-breed company with a 10X or higher valuation must remain FCF positive or it will immediately lose its category high valuation.
  • The cybersecurity sector has reported exceptional fundamentals given the economic headwinds. Many companies have been reporting high growth rates and are cash flow positive.
  • Looking for more investing ideas like this one? Get them exclusively at Tech Insider Network. Learn More »

Hand showing laptop computer with cloud network Computer connects to internet server service for cloud data transfer.Cloud computing technology and online data storage for business network concept.


In October, Tech Insider Network CEO and Lead Tech Analyst Beth Kindig joined Jeremy Owens, Tech Editor, and San Francisco Bureau Chief of MarketWatch, on Barron’s Live. They discussed cloud valuations including those that are trading at 2X

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This article was written by

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High conviction analysis to give your tech portfolio a competitive edge
Beth Kindig is the CEO and Lead Tech Analyst for the I/O Fund and Tech Insider Network, delivering weekly in-depth tech stock analysis to her free newsletter subscribers. 

Tech Insider Network is unique in that we blend real tech industry experience with active portfolio management. We pioneered combining cutting-edge fundamentals with high-performing technical analysis for retail. 

Tech Insider Network offers three full-time analysts with real-time trade alerts, an actively managed portfolio, institutional-level deep dives, PLUS a hedging service for an unbeatable price. 

Our Advanced Market Signals service is $799 per year, which works out to having a team of analysts for only pennies per hour. Our New Tech Insider Network Essentials Plan at $99/year works out to fractions of a penny per hour. 

Our team is frequently featured in Tier 1 News. This includes Fox Business News, CNBC, TD Ameritrade and more. Media is the ultimate gatekeeper on quality and these spots are typically exclusively reserved for institutional analysts. You can view dozens of appearances on our YouTube channel. 

There's plenty of opinions on tech and no shortage of coverage. In contrast, Tech Insider Network is an audited portfolio that outperforms other all-tech portfolios. Our audited portfolio results are published online in BusinessWire. 

We were the first service to offer specialized tech sector coverage that combines fundamentals and technicals. After recommending a stock, we continually provide new entries and exits. The difference is that we don’t pump out meaningless content. Rather, everything we write is actionable and tied to a real, live portfolio. Sometimes, we say “don’t buy right now” or “wait for a lower entry.” This also led to a successful hedge of up to 100% of our portfolio in 2022. 

Beth Kindig has twelve years of experience in competitive and product analysis in the tech industry dating back to 2011. Considering tech growth stocks took off after the financial crisis, she is a veteran in every sense of the word. 

Her tech conference appearances date back to 2014 and her analysis began garnering press in the same year. She is known for making bold calls on tech stocks and offers a weekly free newsletter that leverages her ten years of experience in the private markets. Her newsletter has seen gains of up to 403% in three years. 

It is not only the big gains she has achieved with individual stocks but also the quality and consistency of her analysis and how she carefully forms her theses that have placed Beth on the map as one of the best tech analysts in the market. 

She has formed a proven methodology of choosing the right investments from being exposed to hundreds of tech growth companies over the past 10 years. 

This is not a methodology that the traditionally trained can learn or repeat. Kindig has spoken at many tech conferences including the Android Developers Conference, GamesBeat, Advertising Week NYC, Tech Week Chicago, and BlackHat. She has been published in Forbes, MarketWatch, Venture Beat, MediaPost, AdExchanger, and the International Association of Privacy Professionals. She has appeared on Fox Business News, CNBC, TDAmeritrade, CoinDesk, NPR, Bloomberg TV Asia, Motley Fool podcast, This Week in Startups and more discussing her stock analysis.

Disclosure: I/we have a beneficial long position in the shares of MSFT, SNOW, S, MDB either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.

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