Snowflake 3Q21: Our Revenues Are Worth More Than Your Revenues
Snowflake's first public quarter was a raging success according to the stock market, who boosted a 100x P/S company by 16% just for meeting...
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Credit Bureau Asia – SEA’s Leading Credit & Risk Information Solutions Provider – Lists on SGX
Credit Bureau Asia, the largest provider of credit bureau services within Singapore and the sole credit bureau in Cambodia and Myanmar, made...
865 Views
Slack + Salesforce.com: Initial Thoughts
We take a look at the potential pluses and minuses of Salesforce.com's proposed acquisition of Slack. The proposed deal is expensive and makes more...
441 Views
2021 High Conviction: Short Palantir
We take a deep dive into the Palantir business model and come away skeptical that the success of its first quarter as a public company is sustainable.
623 Views
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...
478 Views