Domo (Arigato), for This Potential Multi-Bagger Options Trade
On July 22, Domo sold its entire operating business to Progress Software for $400 million cash. What’s left is a stub, like the ContextLogic trade...
Primer: Domo Inc (DOMO US) - Aug 2026
Domo operates in the highly competitive Business Intelligence (BI) and analytics market, facing pressure from larger, well-entrenched...
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Lockout Rally Continues; Still Short-Term Bullish on SPX, Now Upgrading I.T. Outlook to Bullish Also
Lockout Rally Continues; Still Short-Term Bullish on $SPX, Now Also Upgrading Intermediate-Term Outlook to Bullish; Upgrading Technology $XLK $SMH...
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U.S. Equity Strategy: Buy The Dips
Despite our concerns regarding the growing performance disparity between the haves (e.g., Technology, FAANG, mega-caps, growth) and the have nots...
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Liquidity Risk Short Candidates: Rivian, Nikola, ChargePoint, Domo & Enviva
Liquidity risk short candidates may not be economically viable given cash flows and capital requirements. This week we flag Rivian, Nikola,...
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