Slack + Salesforce.com: Initial Thoughts
We take a look at the potential pluses and minuses of Salesforce.com's proposed acquisition of Slack. The proposed deal is expensive and makes more...
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2021 High Conviction: Short Palantir
We take a deep dive into the Palantir business model and come away skeptical that the success of its first quarter as a public company is sustainable.
463 Views
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...
353 Views
JFrog IPO Preview
JFrog is getting ready to complete its IPO in the U.S. stock market in the coming weeks. Although JFrog is a smaller company than Palantir or...
372 Views
Intel. The Competitive Threat That Is ARM.
Apple's long-awaited decision to ditch Intel in favour of its own custom silicon based on ARM was finally announced on June 22 last. Apple sold...
395 Views