DoorDash IPO – Another SoftBank Pump and Dump Scott Willis·November 22, 2020DoorDash is built on three pillars. The driver, the restaurant and the customer. Is each pillar sustainable?...IPO Guides·3 Comments·
Twilio’s Q2 Earnings reported EBITDA falling short of expectations in the midst of growing market share Chris Fernando·August 4, 2020Twilio Inc. (NYSE: TWLO) beat top and bottom line by 3.6%, and 208% respectively, but EBITDA was lower...Investing·0 Comments·
Lyft Q1 Earnings Show a Company Stuck in a Coronavirus Holding Pattern Scott Willis·May 6, 2020Investing·1 Comment·
Lyft Posts Q4 Revenue Beat but Growth is Slowing and Losses Continue Scott Willis·February 11, 2020With declining competiton in the ride-hailing space, betting on Lyft is a tenous bet to make. Q4 earnings...Investing·0 Comments·
Uber Reignites Revenue Growth with Solid Q4 Earnings Scott Willis·February 6, 2020Uber's Q4 earnings results did nothing to change our view that ride-hailing stocks are dead until they can...Investing·2 Comments·
Uber Earnings a Reminder Competition is a Way of Life Scott Willis·November 4, 2019Uber’s (NYSE: UBER) conference call served as a reminder of what we like the least about the ride...Technology·1 Comment·
Lyft Earnings Benefit from Fewer Discounts – Still a Stock to Avoid Scott Willis·October 30, 2019Lyft (NASDAQ: LYFT) needs to show a better path to profitability before investors will bite....Technology·1 Comment·
Bits, Bytes & Bots: Analysis of this Week’s Tech Events (October 24th, 2019) Don Weaver·October 24, 2019A weekly review of only the most important technology events to impact your tech stocks portfolio.Technology·0 Comments·
Bits, Bytes & Bots: Analysis of this Week’s Tech Events (September 13th, 2019) Don Weaver·September 13, 2019A weekly review of only the most important technology events to impact your tech stocks portfolio.Technology·0 Comments·
