2025.23: What Nike Learned About E-Commerce
June 6, 2025, 10 a.m.
Elon and Trump Break Up In Spectacular Fashion. What’s Next?
June 5, 2025, 10:12 p.m.
Shift4’s Acquisition of Global Blue (GB)
June 4, 2025, 7:58 p.m.
John Zito - Inside Apollo - [Invest Like the Best, EP.426]
June 3, 2025, 8:40 p.m.
The Steve Ballmer Interview
June 2, 2025, 8:40 p.m.
Can Wiz Help Google Win the Cloud? A Deep Dive into the $32B Acquisition
June 20, 2025, 8:04 p.m.
Palo Alto Network: The Long Thesis in Q2'25
May 1, 2025, 9:45 p.m.
An Update on Cloud Markets and AI Value Creation
Aug. 4, 2024, 1 p.m.
Cardlytics $CDLX Stock Pitch
July 22, 2024, 6:58 p.m.
A Primer on Semiconductor Capital Equipment (Semicap)
July 21, 2024, 11:58 a.m.
A Primer on Databases
July 6, 2024, 2:36 p.m.
A Primer on the Data Lakehouse
June 28, 2024, 4:38 p.m.
A Primer on Data Warehouses
June 23, 2024, 7:22 p.m.
A Primer on the Cloud
June 2, 2024, 1 p.m.
Cybersecurity Industry Primer
March 3, 2024, 3:26 p.m.
Twilio Q4'23 - Pre-Earnings Refresh
Feb. 14, 2024, 12:34 a.m.
Q4 '23 Cloud Update
Feb. 11, 2024, 5 p.m.
A Primer on Data Centers
Feb. 4, 2024, 5 p.m.
Data Industry Primer
Jan. 21, 2024, 4:07 p.m.
Public Comps Weekly Update - 2022.06.21
June 22, 2022, 4:18 a.m.
Zillow $Z Investment Thesis
May 20, 2022, 8:37 p.m.
Public Comps: Contextualizing SaaS Markets
March 1, 2022, 9:18 a.m.
Block $SQ Outlook
Feb. 16, 2022, 7:34 a.m.
Upstart (UPST) Business & Q3'21 Earnings Teardown
Jan. 19, 2022, 6:30 p.m.
Public Comps Dashboard: 2021 Year-in-Review
Jan. 4, 2022, 11:41 a.m.
Public Comps Dashboard 11/14/2021: Unity ($U) + Weta Digital
Nov. 14, 2021, 2:16 a.m.
BigCommerce $BIGC Investment Note
Nov. 3, 2021, 12:07 a.m.
Public Comps Dashboard 10/17/2021: Zoom's Post-Five9 Fallout
Oct. 22, 2021, 1:17 a.m.
The Bear Case for Palantir in 2021
Oct. 7, 2021, 8:20 a.m.
Weekly Dashboard 10/5/2021: Crowdstrike Q2 FY22 Earnings Teardown
Oct. 5, 2021, 8:06 a.m.