Peter Offringa is the primary author of Software Stack Investing. Peter has been leading software engineering teams for Internet-based companies for 20 years. He has served in VP of Engineering and CTO roles at a number of high traffic properties, ranging from growing start-ups to publicly traded companies. He has delivered technology solutions across multiple market segments – online dating, social apps, news, consumer technology, automotive, advertising systems and most recently the sharing economy. He has been responsible for all aspects of software engineering and delivery, including architecture, technology selection, development processes, testing and data center operations. Peter has a computer science degree from Princeton University and is still active in technology. He is a named inventor on three US patent applications in internet related technologies.
This blog will apply a deep understanding of modern software development towards investment in the select set of companies that enable it. The focus will be analysis of industry background, product development, competitive positioning, market demand and future potential for a particular software segment. The author has direct experience with most of the companies covered and their underlying technologies. Having been on the purchasing side of these software services for many years, the author has unique insight into the nuances of technology capabilities, developer mindshare and product fit.
Personally, I am investing in the same companies that I recommend. I have found that my investing returns improved substantially once I focused narrowly on businesses that I intimately understand. This blog shares the insights that I discover as I perform my own due diligence. I have found that having to document a recommendation forces me to be thorough in my own research. I am sharing this information publicly, without an agenda, simply in the hopes that it helps other investors form their own investment thesis.
You can contact me at analysis@softwarestackinvesting.com. Feel free to share any feedback.
For regular updates on blog posts, please follow SSI on Twitter. I plan to tweet articles of interest as they are published. Alternately, you can subscribe to an email newsletter that summarizes blog posts and offers additional updates on covered companies, sent out every two weeks. The newsletter and content on this blog are free to the public and I don’t plan to ever charge a subscription.
Good Luck,
Peter
