Salesforce Will Continue To Grow, But Returns Will Most Likely Disappoint
Salesforce performance has been far from satisfying since I first covered the company almost half a year ago. So far, the fading momentum trade...
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Crowdstrike Analyst Day: Really, Just $3B in ARR?
Crowdstrike Analyst Day was underwhelming with easily reached ARR and Operating Model Targets introduced. We like the stock anyway, especially with...
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Freee Placement - Needs to Correct by a Whole Lot More
Freee (4478 JP) (freee) is looking to raise around US$400m via selling a mix of primary and secondary shares. In this note, we'll run the deal...
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Palantir 4Q20 Earnings: The Greatest Operating Leverage Story Ever Told
Palantir's quarter, much like the rest of the company was perplexing. We believe the stock is overvalued even in the high 20s, and the coming...
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Amazon 4Q20: The GOAT Departs
Amazon CEO Jeff Bezos is stepping down. We doubt he steps away. 2021 is a unique setup. Its the first time Amazon was up during a big capacity...
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