Coupa Software: Entry Point on an Expensive SaaS Compounder.
Summary: Coupa Software, a SaaS-based spend management platform whose network-effects driven moat compels customers, suppliers, and partners to...
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Amazon: AWS-Some
We  have been longtime Amazon.com Inc (AMZN US) bulls who recognize that entry points over the last decade have been few and far between. We are...
564 Views
Slack: Microsoft No Longer Cutting Them Any, Flipping to a Short.
We have previously been long biased on Slack Technologies Inc (WORK US)Â , though extremely cautious on its valuation. Three datapoints in the past...
731 Views
Slack: A Case Study Followup
In light of the recent leg down in growth software, we thought it timely to do a followup to our Slack Technologies Inc (WORK US) case study from...
731 Views
PagerDuty IPO Preview
PagerDuty Inc (PD US)Â is a US based software company which is ready to complete its IPO in the next several weeks. Founded in 2009, PagerDuty helps...
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