Zortix matched this thesis to Technology ETFs as one way for retail investors to get exposure. Not a recommendation.
ServiceTitan framed as sticky hardware-software old-economy platform
ServiceTitan presents a compelling long-term software opportunity due to its sticky combination of hardware/software integration and deep penetration into old-economy trade services.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.