Eric Santa is an alumnus of the Tech Stock Gold Mine course who conducts deep-dive research on public companies like Plate and Zoom, sharing theses on his blog and X profile.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Plate's vertical integration and electrician-centric distribution create a double moat: electricians love the product for eliminating cabling work, and end users love the single-app control, driving high switching costs, margin expansion from 5% to 25%, and international replication of the Sweden-to-Norway growth playbook.