SaaS Infrastructure Powerhouse Datadog Reports Strong Q1 Thomas George·May 11, 2020Datadog (Nasdaq: DDOG) the cloud monitoring and analytics platform reported solid Q1 2020 that were ahead of analyst...Investing·0 Comments·
Shopify: The Bull Case and The Bear Case Scott Willis·May 8, 2020An exploration of the bull case and the bear case for Shopfy. Is the most polarizing stock in...Millennial Markets·6 Comments·
Roku Reports Solid Q1 2020 Results, Stock Remains Expensive vs. Netflix Thomas George·May 7, 2020Roku (NASDAQ: ROKU) the internet streaming platform reported solid Q1 2020 results.The stock's valuation is rich versus its...Investing·0 Comments·
Etsy Delivers Strong Q1 Revenue – COVID19 Tailwinds Thomas George·May 6, 2020Etsy (NASDAQ: ETSY) the online marketplace for creative goods delivered strong Q1 2020 results, the outlook is positive...Investing·0 Comments·
Peloton Raises 2020 Revenue Guidance but Bikes are Sold Out Through June Scott Willis·May 6, 2020Investing·1 Comment·
Lyft Q1 Earnings Show a Company Stuck in a Coronavirus Holding Pattern Scott Willis·May 6, 2020Investing·1 Comment·
Beyond Meat Q1 2020 Earnings – Big Burger Beat vs. Consensus Thomas George·May 5, 2020Beyond Meat had a strong Q1 2020 earnings release, beating analyst estimates significantly across the board. Beyond's US...Millennial Markets·0 Comments·
Pinterest Warns of Worsening Margins in Q1 Earnings Release Scott Willis·May 5, 2020Pinterest is almost back to February highs even though consumer spending is falling off a cliff. We think...Investing·0 Comments·
Boomers Shafting Millennials & The Inflationary Impulse of COVID-19 Christopher Wood·May 5, 2020The fiscal and monetary politics of COVID-19 amounts to baby boomers shafting millennials. Post lockdown investors should expect...Global Strategy·1 Comment·
