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September 8, 2020

Analysis of Asana’s Upcoming IPO


Asana was founded by Dustin Moskovitz, who is best known for co-founding Facebook with his Harvard roommate, Mark Zuckerberg. Asana filed its S-1 last week and is expected to list directly on the NYSE in late September.

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August 25, 2020

Roku And Pinterest: Ad-Tech Earnings Review


On August 5th, Roku announced very strong Q2 results led by outstanding account growth. Total revenue grew 42% YoY to $356 million, representing a beat of 7% above consensus estimates

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August 18, 2020

Work-From-Home Could Eradicate Telecom Hardware ($BAND)


Although there are many tech giants with products in the cloud-native communications space, such as Microsoft, Google and up-and-comer Zoom, the Tier 1 Network powering many of these voice features is offered by a little-known company called Bandwidth.

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August 3, 2020

Advertising Stocks Face New, Major Challenge With Apple’s iOS 14


In the upcoming release of iOS 14 in September, Apple will make this an opt-in for every single application. This means a message will appear for every application using a mobile device ID asking for permission.

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July 2, 2020

Video: Our Stock Picking Strategy


About a week ago, Dan Shvartsman from Seeking Alpha interviewed Knox Ridley and I about the Zoom call we made last Fall, the trade made In January in the low-$60s, and ...

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June 26, 2020

Where’s The M In FAANG? Here’s Why 2020 Belongs To Microsoft


Today, tech stock investors would be remiss to not have cloud in their tech portfolio as the category has proven to be secular and insulated from economic drawdowns.

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June 18, 2020

Why I'm Stacking Satoshis


Last July, I began covering bitcoin. The premise was based on three phases for widespread adoption: institutional adoption, global economic uncertainty, and mobile paym...

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June 11, 2020

Investing in Tech Stocks (Podcast)


The average cloud software company reported 10% growth during the 2008-2009 recession. Meanwhile, we’ve seen the market react harshly towards companies guiding for 25% ...


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