Elliot’s Musings
ElliotOpinions on companies and markets. Not investment advice.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 42 | Subscribers | Read | alphaseeker84.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Exploring Coupang's ($CPNG) Market Value: A Hidden Gem?
In the world of e-commerce, a few companies have risen rapidly to establish themselves as leaders in their respective markets. One such company is Coupang, South Korea's largest online retailer. Coupang's origin story, much like Amazon's, b...
2024 Markets: Navigating the New Normal
As 2023 wraps up, it's worth taking stock of the year's economic landscape, even if the turn of the new year is just a symbolic milestone. Skepticism shadowed the start of 2023, with concerns about the economy's resilience in the face of so...
$SMAR as an Investment: Smart Move or Not
Smartsheet is essentially a SaaS platform that aims to replace tools like excel that have traditionally been used for things like tracking workflows and optimizing business operations. They feature intuitive UIs with data entry, calendar vi...
MDB: Impressive Performance Clashes with Steep Valuation
MDB's recent earnings report showed a strong performance, echoing a common theme of stability without significant growth reacceleration this earnings season. Their core offerings are gaining traction with enterprises consolidating their tec...
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Authors
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This is a personal blog and not investment advice
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