Snowflake 3Q21: Our Revenues Are Worth More Than Your Revenues
Snowflake's first public quarter was a raging success according to the stock market, who boosted a 100x P/S company by 16% just for meeting...
571 Views
Crowdstrike 3Q21: Like Shooting Fish in a Barrel
Crowdstrike delivered the most impressive performance of any software company during this reporting season so far. Unlike its high valuation peers,...
621 Views
Slack + Salesforce.com: Initial Thoughts
We take a look at the potential pluses and minuses of Salesforce.com's proposed acquisition of Slack. The proposed deal is expensive and makes more...
492 Views
2021 High Conviction: Short Palantir
We take a deep dive into the Palantir business model and come away skeptical that the success of its first quarter as a public company is sustainable.
663 Views
DoorDash Inc IPO Preview - A Big Winner in the U.S. Prepared Food Delivery Services Market
DoorDash IPO is a big winner and it is likely to generate enormous institutional investors' interest. DoorDash has a nearly 50% market share in the...
464 Views