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Convequity

Convequity

Technologists. Investors. Analysts. Uncover alpha with deep understanding of Product, Architecture, & Vision. Follow us on Twitter: @Convequity and seekingalpha.com/author/convequity

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues119SubscribersRead convequity.substack.com

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#119

Latest Issues

Recent posts by this newsletter. Browse the email archive.

Snowflake Added to the NDI-FutureTech Portfolio

At our Q3 rebalance, Snowflake ($SNOW) was added to the NDI-FutureTech portfolio. Earlier in the year, it was on our radar, but at 20-30x EV/S, investors were pricing SNOW to perfection, expecting flawless execution without any hiccups, for...

3 months ago
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  • Convequity

    Tech equity research that truly understands product, architecture, and vision. SaaS companies related to cybersecurity, data management, and productivity. Visit convequity.com for Premium content.

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