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COVID’s Impact On Cloud Software Stocks

Rebound numbers from Q3 will look spectacular following the paralyzing effects of strict shelter-in-place orders in Q2. The economy is officially in a recession after posting two negative quarters of GDP growth at (5%) in Q1 and (32%) GDP in Q2. The latest estimate from Atlanta’s Fed GDPNow for Q3 2020 is showing a record rebound of 35.3%.

October 13, 2020

Palantir IPO: Deep-Dive Analysis

The Economist was correct when it recently stated that Palantir is “more than a technological project, it is a philosophical, even political one.”

October 04, 2020

Momentum List: September 2020

This is the inaugural momentum list report written by David Marlin. We will release this report on a monthly basis.

September 24, 2020

Beating Smart Money & Bloomberg Video

I realize you have a choice in the newsletters you subscribe to and my way of saying thanks is to offer original analysis. Most newsletters will wait for breakouts and ...

September 23, 2020

Snowflake IPO: In-Depth Analysis

Snowflake is the most anticipated IPO of the year. Investors should decide in advance how much they are willing to pay as Snowflake will test the upper limits of what it means to have a stretched valuation.

September 17, 2020

IPO Round Up

IPO Report card:As of late, the underlying goal of IPOs appears to be how to get retailers to pay as much as possible until the lock-up expires. It doesn't matter if Be...

September 16, 2020

Analysis of Asana’s Upcoming IPO

Asana was founded by Dustin Moskovitz, who is best known for co-founding Facebook with his Harvard roommate, Mark Zuckerberg. Asana filed its S-1 last week and is expected to list directly on the NYSE in late September.

September 08, 2020

Roku And Pinterest: Ad-Tech Earnings Review

On August 5th, Roku announced very strong Q2 results led by outstanding account growth. Total revenue grew 42% YoY to $356 million, representing a beat of 7% above consensus estimates

August 25, 2020
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