Airbnb (ABNB) Breakdown
One of the most anticipated IPO’s of the year is finally happening. This would represent the third-largest IPO of the year after Snowflake’s...
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Snowflake 1Q22 Earnings: 2029 Looks Good
Snowflake trades at 12x forward revenues and the company just doubled its LT operating model's profitability targets: 20% operating margins, and...
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Palantir 1Q22 Earnings: War Supposedly Good for Business?
Decelerating growth continues and margins continue to decline. But war is good for Palantir (supposedly), and growth should reaccelerate in 2H22...
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Snowflake 4Q22 Earnings: What a Buying Opportunity
Snowflake dropped another monster quarterly result, with product revenues growing 102% but was cut afterhours by 30% over revenue guidance....
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Palantir 4Q21 Earnings: Declining Bookings, Shrinking Margins, Eccentric CEO
Palantir remains one of our top short ideas. SPAC investments continue to account for any upside vs. consensus expectations, while billings growth...
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