TMT Weekly: 3 Things that Stood Out The Week of 10/16/2020
Datapoints supportive of upside to earnings for Microsoft and Snapchat this past week, plus an ever expanding TAM justifies Crowdstrike's valuation.
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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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FY2Q21: The Crowd Strikes Again
If a work from home growth software company jumps 14% the day before earnings cause another WFH software winner (ZM) jumped 40%, should said growth...
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TMT Weekly: 3 Things that Stood Out The Week of 6/19/2020
This week we highlight Shopify's compelling aggregation strategy, along with some thoughts on Instacart, Walmart, Oracle, and Slack. Obex’s...
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