
One mans opinion and not investment advice.
| Platform | Pricing | Only free issues | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 132 | Founded | 3 years ago | Last Issue | 5 days ago |
| Active | |||||

GTLB looked attractive in the mid $20s back in April, under 3x trailing revenue, when the tape had decided that a company cutting 14% of its workforce and exiting 22 countries mid-restructuring was telling you something about demand. It’s q...
The Week in Review
The index went up half a percent and almost nothing about the market that ended the week resembles the one that started it. SPY added 0.48% to 769.38, QQQ 0.42%, the Dow 0.53% — and equal-weight S&P fell 0.46%, small cap...
Software has just had the strangest fortnight in its recent history, and it happened in two sessions. The first was August 13, when Reuters reported that Silver Lake was in talks to take Workday private at around $43B. Workday rose 17.8%, w...
The index barely moved — the S&P 500 added 0.4%, its third straight weekly gain, and closed 0.2% from a record — but the week was one of the most information-dense flat weeks of the year, because almost everything t...
CRWV just printed the quarter the bulls were waiting for. Adjusted operating income came in at $128M against a $30-90M guide, 42% above the high end, the second straight quarter management beat its own margin promise. Revenue backlog hit $1...
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The writers behind this newsletter.
This is a personal blog and not investment advice
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