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Snowflake Has A Great Business Model, But Is It A Buy?
Sunday, December 10, 2023 6:30 PM EDT
Snowflake allows its clients to store enormous amounts of digital data, access it from anywhere present it for sale to outside businesses if you like, and write applications to generate business insights from it.
In this article: SNOW
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Updates For Synopsys, Crowdstrike, And Veeva
Saturday, December 9, 2023 1:15 AM EDT
Q3 reports continue to trickle in from stocks we are keeping an eye on. I wanted to update you briefly on the recent reports from Synopsys, Crowdstrike, and Veeva Systems.
In this article: SNPS, VEEV, CRWD
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Updates For Autodesk, Zscaler, And Workday
Thursday, November 30, 2023 2:36 PM EDT
A brief look at earnings from Autodesk, Zscaler, and Workday.
In this article: ADSK, WDAY, ZS
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It Is Time To Buy Hims & Hers Stock
Friday, November 24, 2023 2:48 PM EDT
Hims & Hers is a pharmaceutical marketing, product, and distribution firm with a telehealth component.
In this article: HIMS
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Reviewing HubSpot, Monday.com, And Global-e
Tuesday, November 21, 2023 11:50 AM EDT
Starting to come to the end of third quarter reports. Let's take a look at the reports.
In this article: HUBS, GLBE, MNDY
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Quarterly Updates For MercadoLibre, Sprout Social, And Shockwave Medical
Thursday, November 9, 2023 12:43 PM EDT
A look at recent earnings reports coming in from Mercadolibre, Sprout Social, and Shockwave Medical.
In this article: MELI, SWAV, SPT
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Updating Airbnb, Fortinet, And Atlassian
Tuesday, November 7, 2023 1:03 PM EDT
Quarterly reports are rolling in fast and furious. Let's take a look at 3 more in this article, from Airbnb, Fortinet, and Atlassian.
In this article: FTNT, TEAM
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Quick Look At Reports From ServiceNow, Chipotle, And Harmony
Thursday, November 2, 2023 4:48 PM EDT
ServiceNow is a steady, reliable SaaS firm that continues to prove its value and growth potential to investors.
In this article: CMG, NOW, HRMY
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Paycom Is Our Kind Of Company And It Is Time To Buy
Wednesday, November 1, 2023 6:35 PM EDT
Paycom reported its Q3 earnings last night. Results were more or less to expectation.
In this article: PAYC
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Quarterly Updates For ASML, Microsoft, And Visa
Wednesday, October 25, 2023 9:54 AM EDT
The first bunch from our tracked stock lists to report Q3 earnings include ASML, Microsoft, and Visa. How are these 3 stalwart companies performing? Let's take a brief look at each.
In this article: V, ASML, MSFT
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Coupang Is The "Amazon Of Korea"
Tuesday, October 24, 2023 6:49 PM EDT
Coupang has been a rapid grower, with a 3-year compound annual revenue growth rate (CAGR) of 49%. Investors shouldn't get too excited about that number, however.
In this article: CPNG
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Can UGG And HOKA Continue To Propel Decker's?
Monday, October 16, 2023 2:48 PM EDT
Decker's has defied the odds for two decades in becoming one of those rare mainstream fashion names that has been able to maintain its brand advantages and deliver excellent returns to investors at the same time.
In this article: DECK
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Tech Giant Microsoft Is A Worthy Investment Choice
Monday, September 4, 2023 4:28 AM EDT
What is Microsoft stock worth? Using conservative targets of 9% annual sales growth, 1% annual net share buybacks, a 34.25% free cash flow margin, below the 5-year average of 35.5%, and a 9.5% discount rate, I get a fair value of $409 per share.
In this article: MSFT Also: AMZN
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Q2 Updates: PAYC, YOU, MELI
Monday, August 7, 2023 12:49 PM EDT
A look at Q2 reports from Paycom, Clear Secure, and MercadoLibre.
In this article: MELI, PAYC, YOU
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The Stock Of The Day Is Monday... Dot Com
Saturday, July 29, 2023 5:33 AM EDT
Monday.com makes cloud-based workplace management software. Its core offering is called "Work OS".
In this article: MNDY Also: ADBE, MSFT, NOW, TEAM, ASAN
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A Look At ASML's Q2 2023 Results
Monday, July 24, 2023 1:26 PM EDT
The core thesis has not changed. Long-term, demand for semiconductors will continue to grow.
In this article: ASML
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17 to 32 of 103 Posts
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