Shopify Inc: The Deliverr Acquisition & Other Drivers
Shopify delivered a disappointing result failing to meet Wall Street expectations on all counts. As they continue to gain market share, June was a...
315 Views
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...
411 Views
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...
609 Views
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...
491 Views
