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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 $356 million, representing a beat of 7% above consensus estimates
Work-From-Home Could Eradicate Telecom Hardware ($BAND)
Although there are many tech giants with products in the cloud-native communications space, such as Microsoft, Google and up-and-comer Zoom, the Tier 1 Network powering many of these voice features is offered by a little-known company called Bandwidth.
Advertising Stocks Face New, Major Challenge With Apple’s iOS 14
In the upcoming release of iOS 14 in September, Apple will make this an opt-in for every single application. This means a message will appear for every application using a mobile device ID asking for permission.
Video: Our Stock Picking Strategy
About a week ago, Dan Shvartsman from Seeking Alpha interviewed Knox Ridley and I about the Zoom call we made last Fall, the trade made In January in the low-$60s, and ...
