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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Softbank Group: When Your Private Portfolio Gives You Lemons, Offer Lemonade
Softbank-backed insurtech platform Lemonade has filed a preliminary prospectus to list on NYSE. The company reportedly considered an IPO last year...
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TMT Weekly:  3 Things that Stood Out The Week of 6/5/​​​2020
A few items that caught our eye this past week: Amazon.com Inc (AMZN US) seems to be winning work from home in multiple ways, Indian-ecommerce...
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Slack: Not Working (From Home)
Slack had more then doubled off the March lows, running from $17 to $40 into the print on Thursday, presumably because it was like Zoom,...
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Softbank Group: Covid-19 Round Trip for the Share Price
The underlying value of Softbank Group is back over ÂĄ10,000/share, the same level as mid-February just before the initial concerns about Covid-19...
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