Palantir 1Q21 Earnings: ARK’s Buying What They’re Selling
Since 4Q20 C-Suite executives from Palantir have sold $250MM (!!) in stock, with CEO Alex Karp selling $137MM in just the past 3 months. Luckily...
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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...
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Medallia: If Your Not First, Your Last
Summary: Medallia, a SaaS-based experience management software provider is a feature, not a platform. Its new CEO, Leslie Stretch, has embarked on...
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Bill.com Holdings IPO Valuation Analysis
Our base case valuation of Bill.com is market cap of $1.76 billion or $24.80 per share, which would represent a 38% upside from the high end of the...
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Shorting Peloton IPO - At What Levels?
We believe there is a good, upcoming shorting opportunity for the Peloton Interactive IPO. On Wednesday, Peloton Interactive (PTON US) priced its...
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