Snowflake 4Q21 Earnings: Their Revenues ARE Worth More Than Yours
Snowflake had an incredible quarter and we think its a reasonable entry point for the highest valuation software stock in the market.
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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...
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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.
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Snowflake: Making It Rain
We've looked into many IPOs over the last 20 years, and think Our investment philosophy attracts us to investing behind THE major secular trend in...
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Snowflake IPO - Approved by the Oracle of Omaha
In this insight, we provide a valuation analysis of Snowflake which has set its IPO price range of $75 to $85 per share. At these prices,...
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