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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The COVID-19 Pandemic and Semiconductors
The COVID-19 pandemic has caused profound business shifts,
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FY2Q21: The Crowd Strikes Again
If a work from home growth software company jumps 14% the day before earnings cause another WFH software winner (ZM) jumped 40%, should said growth...
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Afterpay Placement - We Would Sell Now, Maybe Buy Later, if It Corrects
Afterpay Touch (APT AU) aims to raise around US$700m (A$1bn) via mix of selling primary and secondary shares.We've covered two prior deals in the...
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