$CVT Write Up
@tlginvestor and I did a collaborative post on $CVT. We discussed the long runway the events industry has, how Cvent is the industry leader, and whether or not Cvent benefits from network effects. The post is below.

Would also highly recommend following @tlginvestor if you are not already. It was great working with him on this write-up.

Commonstock is a social network that amplifies the knowledge of the best investors, verified by actual track records for signal over noise. Community members can link their existing brokerage accounts and share their real time portfolio, performance and trades (by percent only, dollar amounts never shared). Commonstock is not a brokerage, but a social layer on top of existing brokerages helping to create more engaged and informed investors.