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12/21/18 07:30 AM EST

Best of 2018 | HedgeyeTech Cartoons

Ami Joseph

Yosef Vaitsblit

Takeaway: Our most popular tech investment thesis cartoons of 2018

With deep thanks to our inimitable Bob Rich.

Sincerely,

- Hedgeye Tech

Qualtrics (SAP)

Avalara (AVLR)

DROPBOX (DBX)

Pivotal Software (PVTL)

ADT Inc. (ADT)

Please call or e-mail with any questions.

Ami Joseph

Managing Director

Yosef Vaitsblit

Analyst

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