Snowflake: Making It Rain
We've looked into many IPOs over the last 20 years, and think Our investment philosophy attracts us to investing behind THE major secular trend in...
476 Views
Asian SaaS Stars: #1 Atlassian
We are starting a new series of insights at Smartkarma called "Asian SaaS Stars." Atlassian is the first company to be included in this series of...
733 Views
Smartkarma Originals
Asian SaaS Stars: Opportunities, Market Outperformance, & Key Challenges
The Asian Software-as-a-Service (SaaS) is a highly fragmented sector filled with numerous innovative companies. Thousands of companies compete in...
1.9k Views
Amazon 2Q20: Goliath Is Still….Cheap?
We  have been longtime Amazon.com Inc (AMZN US) bulls who remain long and think the outsized growth and profitability shown in 2Q20 is just the...
413 Views
U.S. Equities: Upside Momentum Lost, But Not Breaking Down
In today's report we highlight key levels and several metrics we are watching that will provide us clues as to where the S&P 500 is headed...
570 Views