Amazon 3Q20: Amazon $6,000
Amazon's continued success is nothing new, but the pause in the stock grants longer term investors another bite at the apple at $3000...we think...
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JFrog IPO Valuation Analysis
In this insight, we provide a valuation analysis of JFrog IPO. Software companies Snowflake Inc. and JFrog Ltd. increased the size of their U.S....
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Amazon 2Q20: Goliath Is Still….Cheap?
We  have been longtime Amazon.com Inc (AMZN US) bulls who remain long and think the outsized growth and profitability shown in 2Q20 is just the...
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U.S. Equity Strategy - Bullish Outlook Intact
Considering the absence of breakdowns for the major indexes and for individual Sectors, along with the Fed covering investors’ backs, we continue...
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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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