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But unlike most quants, I run a concentrated, fundamentals-based portfolio. More than 50% of my fund is invested in only eight companies, and they're the kinds of stocks that Peter Lynch and Charlie ...

Earnings call JFrog delivered Q1 2026 revenue of $154M, up 26% YoY, with cloud revenue growing 50% YoY and now over half of total revenue. Management raised full-year cloud growth guidance to 33%-35% ...