Alphabet Inc - Investment Thesis
Alphabet managed to crush earnings yet again as the company delivered a phenomenal result with a 41% revenue growth year over year. With around $5...
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Do You Buy Snap or Facebook or Both?
Snapchat blew up on earnings last week, Facebook followed. We think both merit buying; Snapchat will revert to 50%+ growth, while Facebook is too...
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Amazon 3Q21: 4Q’s $9 Billion Consumer Shock Absorber
Supply constraints. Wage inflation. People shopping in stores. Fixed cost develeraging. Amazon's retail business will lose $13B in 2H21. 2022...
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GitLab IPO: Is $10 Billion+ Stock Valuation Too High?
Money-losing unicorn GitLab has sky-high IPO valuation of $12B+ and we believe GitLab shares have ~16% downside potential to IPO price of $77 per...
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Truecaller IPO: Best-In-Class Caller ID And Spam Blocking App
Swedish caller identification and spam-call blocker unicorn Truecaller filed for an IPO on Nasdaq Stockholm and plans to raise more than $100M this...
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