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Snowflake (SNOW US)
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76
Analysis
Information Technology
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United States
Snowflake Inc. provides software solutions. The Company develops database architecture, data warehouses, query optimization, and parallelization solutions. Snowflake serves customers worldwide.
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bullish
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Salesforce.Com Inc
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28 Nov 2020 03:53
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...
Aaron Gabin
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334 Views
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bearish
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Palantir Technologies
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22 Nov 2020 07:16
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.
Aaron Gabin
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463 Views
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bullish
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DoorDash
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15 Nov 2020 02:47
DoorDash Inc IPO Preview - A Big Winner in the U.S. Prepared Food Delivery Services Market
DoorDash IPO is a big winner and it is likely to generate enormous institutional investors' interest. DoorDash has a nearly 50% market share in the...
Douglas Kim
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284 Views
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bullish
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Root /OH
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10 Oct 2020 20:33
Root Inc IPO Preview - The Next Snowflake?
Root Inc could be one of those exceptional, disruptive SaaS companies that even the great value investors such as Warren Buffett could inject...
Douglas Kim
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388 Views
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bullish
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Palantir Technologies
•
25 Sep 2020 17:00
Palantir - Valuation
Palantir has set its expected listing date as the 30th of September and has offered guidance suggesting that 3Q revenue would be $278-280m and full...
Mio Kato
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424 Views
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