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Tech Growth Earnings Review

Q3 2020: Tech Growth Earnings Review - Pinterest, Snap, Microsoft And More

Before breaking out the earnings reports from the high-growth universe, here are the results from Big Tech earnings today. Each company beat on both the top and bottom lines. Other than Alphabet, they are all trading down after-hours following these results as the market digests the magnitude of the beats, and in Apple's case, the lack of guidance.

November 04, 2020
Podcast Tech Growth Stocks ZM ROKU FSLY BTC

Podcast: Tech Growth Stocks ZM ROKU FSLY BTC and more

I had a great time talking with Ryan Henderson and Brett Schafer on the Chit Chat Money podcast last week. They challenged me with questions on the bear case for Roku a...

October 21, 2020
Momentum is on CrowdStrikes Side Will it Last?

Momentum is on CrowdStrike’s Side: Will it Last?

This is an analysis by David Marlin, equity analyst for Beth.Technology. In this analysis, he explains why he is long CrowdStrike.

October 14, 2020,format

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,format

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,format

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
Bloomberg video

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,format

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
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