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Podcasts > Archived Podcasts > Industry Focus
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Industry Focus
Tech: Piecing Together Confluent
Jun 18, 2021 (28:17)
Today we tackle a company squarely focused on data -- Confluent.
They focus on data streams, allowing businesses to connect, analyze, and integrate data in real-time. We break down why it checks a lot of the boxes in our investing approach and why the company is going to have to educate the market.
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