Coupa 1Q21: Barely a Blip
We wrote about Coupa in early April as being an excellent buying opportunity on a LT compounder which will likely not offer many good entry points....
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TMT Weekly:  3 Things that Stood Out The Week of 6/5/​​​2020
A few items that caught our eye this past week: Amazon.com Inc (AMZN US) seems to be winning work from home in multiple ways, Indian-ecommerce...
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Slack: Not Working (From Home)
Slack had more then doubled off the March lows, running from $17 to $40 into the print on Thursday, presumably because it was like Zoom,...
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Crowdstrike 1Q21: The Wind at Its Back
The reason we like Crowdstrike’s business more then some other work from home beneficiaries is that its tailwinds are sustainable, rather then...
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TMT Weekly:  3 Things that Stood Out The Week of 5/​​22/​​2020
A few items that caught our eye this past week - Snap Inc (SNAP US) Map feature, Spotify Technology Sa (SPOT US) unwarranted move up, and some...
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