Portfolio›Bucket 02

Source control

Code is the most durable record of system change; PRs are the canonical state machine. Whoever owns the source repo sits on every agent's commit history.

P1 RecordsP2 State machineP3 OwnershipP4 VerbsP5 History
$879.35 current · $535.00 cost
Why these three
MSFTLeader

Microsoft / GitHub

Source control
P1 RecordsP3 OwnershipP4 VerbsP5 History

Shares

0.6770

Cost

$413.62

$280.00

Latest

$521.08

$352.75

P&L$72.75 · +25.98%
GTLBChallenger

GitLab

Source control
P2 State machineP4 VerbsP5 History

Shares

6.7100

Cost

$24.59

$165.00

Latest

$54.53

$365.90

P&L$200.90 · +121.76%
FROGDark Horse

JFrog

Source control
P1 RecordsP3 OwnershipP4 Verbs

Shares

1.7117

Cost

$52.58

$90.00

Latest

$93.89

$160.71

P&L$70.71 · +78.57%

1 signal · last 14d · P5 Queryable history · highest conviction+1

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