The Monthly Briefing is North Tech Capital’s flagship research service. Each issue, David Thomas delivers a deep, single-investment analysis focused on durable technology businesses shaping the next phase of the market cycle. It’s designed to help you think clearly about long-term investing, valuation, risk, and where lasting value is being created.

Breakout Tech Investor is North Tech Capital’s high-conviction research service. Each issue focuses on a small number of technology stocks where fundamentals, capital flows, and timing are beginning to align. It’s designed for investors looking for breakout out, medium-term opportunities before they become consensus.