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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%.
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.”
Momentum List: September 2020
This is the inaugural momentum list report written by David Marlin. We will release this report on a monthly basis.
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 ...
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.
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...
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.
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
