Tuesday, April 21

Tuesday, April 21, 2026

Everything we published on this day.

4 stories

Software Continued

Microsoft, SAP, Oracle, Adobe and Intuit generate 90.2% of listed IT software net income, with 32.8% EBIT margins.

MSFT $3.9TADBE $90B

Global Outperformers Apr 21

Software Continued

Microsoft, SAP, Oracle, Adobe and Intuit generate 90.2% of listed IT software net income, though AI has compressed Adobe and Intuit…

MSFT $3.9TADBE $90B

Global Outperformers Apr 21 1 click

@ToffCap Apr 21 2 clicks

ToffCap on X

Roughly one year and >500% later 🔥🔥 $NKTR https://t.co/sDDj8XfxkL

@LittleOwlRes Apr 21 1 click

Little Owl Research on X

Fantastic report. Huge value proposition for POS originators, very scalable. RBDT could become a meaningful part of the business (cherry on top), but its comparatively more difficult to underwrite. I’m happy to hold my shares just for the RPP growth potential. Long $VBNK https://t.co/8DuwRpY8gt