Crowdstrike Analyst Day: Really, Just $3B in ARR?
Crowdstrike Analyst Day was underwhelming with easily reached ARR and Operating Model Targets introduced. We like the stock anyway, especially with...
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Palantir 4Q20 Earnings: The Greatest Operating Leverage Story Ever Told
Palantir's quarter, much like the rest of the company was perplexing. We believe the stock is overvalued even in the high 20s, and the coming...
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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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Amazon 3Q20: Amazon $6,000
Amazon's continued success is nothing new, but the pause in the stock grants longer term investors another bite at the apple at $3000...we think...
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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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