Smartkarma Originals
Geek+: Global Leader in Smart Logistics Robotic Technology
We view VC-backed Geek+ as a great company and a category winner that is addressing the fastest-growing warehouse automation and robotics segment
231 Views
Shopify Inc: The Deliverr Acquisition & Other Drivers
Shopify delivered a disappointing result failing to meet Wall Street expectations on all counts. As they continue to gain market share, June was a...
175 Views
Breaking Growth Short Candidates: Shopify, Snowflake, Intuitive Surgical, ServiceNow
Breaking Growth stocks combine declining fundamentals with a multiple compression. This week we flag: Shopify, Snowflake, Intuitive Surgical, and...
235 Views
Amplitude: Valuations Look Attractive and Growth Catalysts May Materialize in CY22
Amplitude remains well-positioned as one of the leaders in product analytics with an opportunity to convert more GA enterprise customers to...
322 Views