Breaking Growth Short Candidates: Shopify, Snowflake, Intuitive Surgical, ServiceNow
Breaking Growth stocks combine declining fundamentals with a multiple compression. This week we flag: Shopify, Snowflake, Intuitive Surgical, and...
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Mercari (4385) | We Were Wrong…its Worse
We are Bearish on Mercari as we think GMV in the US will see a sharp pullback as early as the current quarter (4Q: April-June), with higher-than...
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Amplitude: Valuations Look Attractive and Growth Catalysts May Materialize in CY22
Amplitude remains well-positioned as one of the leaders in product analytics with an opportunity to convert more GA enterprise customers to...
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Shopify Inc - Equity Research Flash Note
Shopify Inc. Equity Research Flash Note Corporate & Investment Highlights Shopify’s revenues for 2021 increased to $4.6bn...
Shopify Inc.: Is The Market Leadership Here To Stay? Check Out The Key Drivers
Shopify’s stock has taken a beating along with the broader indices given the rate hike, bringing the company down to a more reasonable...
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