U.S. Equities: Upside Momentum Lost, But Not Breaking Down
In today's report we highlight key levels and several metrics we are watching that will provide us clues as to where the S&P 500 is headed...
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Coronavirus as Secular Accelerator III: Fintech / Software Edition
Covid 19 is an accelerator of secular shifts in consumer and corporate preferences that is magnifying (or will magnify) those business models most...
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Slack: Microsoft No Longer Cutting Them Any, Flipping to a Short.
We have previously been long biased on Slack Technologies Inc (WORK US) , though extremely cautious on its valuation. Three datapoints in the past...
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Slack: A Case Study Followup
In light of the recent leg down in growth software, we thought it timely to do a followup to our Slack Technologies Inc (WORK US) case study from...
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PagerDuty IPO Preview
PagerDuty Inc (PD US) is a US based software company which is ready to complete its IPO in the next several weeks. Founded in 2009, PagerDuty helps...
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