Amazon 4Q20: The GOAT Departs
Amazon CEO Jeff Bezos is stepping down. We doubt he steps away. 2021 is a unique setup. Its the first time Amazon was up during a big capacity...
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JFrog IPO Valuation Analysis
In this insight, we provide a valuation analysis of JFrog IPO. Software companies Snowflake Inc. and JFrog Ltd. increased the size of their U.S....
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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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Asian SaaS Stars: #1 Atlassian
We are starting a new series of insights at Smartkarma called "Asian SaaS Stars." Atlassian is the first company to be included in this series of...
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Smartkarma Originals
Asian SaaS Stars: Opportunities, Market Outperformance, & Key Challenges
The Asian Software-as-a-Service (SaaS) is a highly fragmented sector filled with numerous innovative companies. Thousands of companies compete in...
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