Core Insights - Bert Hochfeld has a strong background in economics and business, with degrees from the University of Pennsylvania and Harvard, and has extensive experience in the tech industry [1] - He has been recognized for his work as a sell-side analyst, particularly in the software sector, and has received awards from the Wall Street Journal [1] - Hochfeld founded the Hochfeld Independent Research Group in 2001, providing research services to major financial institutions and hedge funds [1] - His hedge fund, the Hepplewhite Fund, was rated as the best performing small-cap fund for five years ending in 2011 by Hedge Fund Research [1] - Despite his accolades, Hochfeld faced legal issues in 2012 when he was convicted of misappropriating funds from his hedge fund [1] - He has published over 500 articles on Seeking Alpha, focusing on information technology companies, and ranks in the top 0.1% of Tip Ranks analysts for his stock selections [1]

Core Insights - The article discusses the challenges and disappointments in the enterprise software investment space, highlighting the gap between promising technology and actual investment performance [1]. Group 1: Analyst Background - Bert Hochfeld has a strong educational background with a degree in economics from the University of Pennsylvania and an MBA from Harvard [1]. - Hochfeld has extensive experience in the tech industry, having worked for notable companies such as IBM, Memorex/Telex, Raytheon Data Systems, and BMC Software [1]. - He transitioned to a sell-side analyst role in the 1990s and received accolades from the Wall Street Journal for his coverage of the software sector [1]. Group 2: Research and Fund Management - In 2001, Hochfeld established Hochfeld Independent Research Group, providing research services to major institutions like Fidelity and Columbia Asset [1]. - He managed the Hepplewhite Fund, which specialized in technology investments and was rated as the best performing small-cap fund for the five years ending in 2011 by Hedge Fund Research [1]. - Hochfeld has authored over 500 articles on Seeking Alpha, focusing on information technology companies [1]. Group 3: Legal Issues - In 2012, Hochfeld faced legal issues, being convicted of misappropriating funds from the hedge fund he operated [1]. Group 4: Investment Performance - Hochfeld is recognized for his investment acumen, ranking in the top 0.1% of Tip Ranks analysts for his successful selection of information technology stocks [1].

Core Insights - The article discusses the challenges and disappointments in the enterprise software investment space, highlighting the gap between promising technology and actual investment performance [1]. Group 1: Analyst Background - Bert Hochfeld has a strong educational background with a degree in economics from the University of Pennsylvania and an MBA from Harvard [1]. - Hochfeld has extensive experience in the tech industry, having worked for notable companies such as IBM, Memorex/Telex, Raytheon Data Systems, and BMC Software [1]. - He transitioned to a sell-side analyst role in the 1990s and received accolades from the Wall Street Journal for his coverage of the software sector [1]. Group 2: Research and Fund Management - In 2001, Hochfeld established Hochfeld Independent Research Group, providing research services to major institutions like Fidelity and Columbia Asset [1]. - He managed the Hepplewhite Fund, which specialized in technology investments and was rated as the best performing small-cap fund for the five years ending in 2011 by Hedge Fund Research [1]. - Hochfeld has published over 500 articles on Seeking Alpha, focusing on information technology companies [1]. Group 3: Legal Issues - In 2012, Hochfeld faced legal issues, being convicted of misappropriating funds from the hedge fund he operated [1]. Group 4: Investment Performance - Hochfeld is recognized for his investment acumen, ranking in the top 0.1% of Tip Ranks analysts for his successful selection of information technology stocks [1].

Core Insights - Procore (PCOR) is a leading company in the construction management software sector, having gone public in May 2021 during the post-COVID recovery phase [1] Company Overview - Procore specializes in construction management software, positioning itself as a market leader in this niche [1] Analyst Background - Bert Hochfeld, a seasoned analyst with a degree in economics from the University of Pennsylvania and an MBA from Harvard, has extensive experience in the tech industry, having worked for notable companies such as IBM and Raytheon Data Systems [1] - Hochfeld has a history of successful analysis in the software sector, recognized by awards from the Wall Street Journal [1] - He founded Hochfeld Independent Research Group, providing research services to major institutions and hedge funds, and his hedge fund, Hepplewhite Fund, was rated as the best performing small-cap fund for five years ending in 2011 [1] - Despite his accolades, Hochfeld faced legal issues in 2012 for misappropriating funds from his hedge fund [1] - He has published over 500 articles on Seeking Alpha, focusing on information technology companies, and ranks in the top 0.1% of Tip Ranks analysts for his stock selections [1]

Core Insights - Bert Hochfeld has a strong background in economics and business, with degrees from the University of Pennsylvania and Harvard, and has extensive experience in the tech industry [1] - He founded Hochfeld Independent Research Group in 2001, providing research services to major institutions and hedge funds, and managed the Hepplewhite Fund, which was recognized as the best performing small-cap fund for five years ending in 2011 [1] - Hochfeld has published over 500 articles on Seeking Alpha, focusing on information technology companies, and is highly regarded for his investment insights, ranking in the top 0.1% of Tip Ranks analysts for technology stock selections [1] Company and Industry Summary - Hochfeld's career includes roles at notable companies such as IBM, Raytheon Data Systems, and BMC Software, indicating a deep understanding of the technology sector [1] - The Hepplewhite Fund's performance highlights the potential for successful technology investments, particularly in the small-cap segment [1] - Hochfeld's independent research firm has catered to prominent institutions, suggesting a strong demand for quality research in the technology investment space [1]

Core Viewpoint - SentinelOne (NYSE: S) has experienced a decline of approximately 5% in its share price despite a modestly positive earnings report that was initially well-received [1] Company Overview - SentinelOne is a cybersecurity company that has faced challenges in maintaining its stock performance even after reporting earnings [1] Analyst Background - Bert Hochfeld, a seasoned analyst with a degree in economics from the University of Pennsylvania and an MBA from Harvard, has a long history in the tech industry, having worked for notable companies such as IBM and Raytheon Data Systems [1] - Hochfeld founded Hochfeld Independent Research Group in 2001, providing research services to major institutions and hedge funds, and has published over 500 articles on Seeking Alpha focusing on information technology companies [1] Performance Recognition - The Hepplewhite Fund, operated by Hochfeld, was rated as the best performing small-cap fund for the five years ending in 2011 by Hedge Fund Research [1]

Group 1 - The article discusses the career of Bert Hochfeld, highlighting his extensive experience in the tech industry and his achievements as a sell-side analyst [1] - Hochfeld founded Hochfeld Independent Research Group in 2001, providing research services to major institutions and hedge funds [1] - The Hepplewhite Fund, operated by Hochfeld, was rated as the best performing small-cap fund for the five years ending in 2011 by Hedge Fund Research [1] Group 2 - Hochfeld has published over 500 articles on Seeking Alpha, focusing on companies in the information technology sector [1] - He is recognized for his investment acumen, ranking in the top 0.1% of Tip Ranks analysts for his selection of information technology stocks [1]

Group 1 - Bert Hochfeld has a strong educational background with a degree in economics from the University of Pennsylvania and an MBA from Harvard [1] - Hochfeld has extensive experience in the tech industry, having worked for notable companies such as IBM, Raytheon Data Systems, and BMC Software [1] - He established Hochfeld Independent Research Group in 2001, providing research services to major institutions like Fidelity and SAC Capital [1] - The Hepplewhite Fund, operated by Hochfeld, was rated as the best performing small-cap fund for the five years ending in 2011 by Hedge Fund Research [1] - Hochfeld has published over 500 articles on Seeking Alpha, focusing on information technology companies [1] - He ranks in the top 0.1% of Tip Ranks analysts for his successful selection of information technology stocks [1] Group 2 - In 2012, Hochfeld was convicted of misappropriating funds from the hedge fund he operated [1]

Group 1 - Bert Hochfeld has a strong background in economics and business, with degrees from the University of Pennsylvania and Harvard [1] - Hochfeld has extensive experience in the tech industry, having worked for notable companies such as IBM, Raytheon Data Systems, and BMC Software [1] - He established Hochfeld Independent Research Group in 2001, providing research services to major institutions and hedge funds [1] - The Hepplewhite Fund, operated by Hochfeld, was recognized as the best performing small-cap fund for the five years ending in 2011 [1] - Hochfeld has published over 500 articles on Seeking Alpha, focusing on information technology companies [1] - He ranks in the top 0.1% of Tip Ranks analysts for his successful selection of information technology stocks [1] Group 2 - In 2012, Hochfeld was convicted of misappropriating funds from his hedge fund [1]

Group 1 - Bert Hochfeld has a strong background in economics and business, with degrees from the University of Pennsylvania and Harvard [1] - Hochfeld has extensive experience in the tech industry, having worked for notable companies such as IBM, Raytheon Data Systems, and BMC Software [1] - He established Hochfeld Independent Research Group in 2001, providing research services to major institutions and hedge funds [1] - The Hepplewhite Fund, managed by Hochfeld, was recognized as the best performing small-cap fund for the five years ending in 2011 [1] - Hochfeld has published over 500 articles on Seeking Alpha, focusing on information technology companies [1] - He ranks in the top 0.1% of Tip Ranks analysts for his successful selection of information technology stocks [1] Group 2 - In 2012, Hochfeld was convicted of misappropriating funds from his hedge fund [1]