Posted on 10/23/20
Snap: Why You Should Get On The Train Now
Snap's impressive Q3'20 results highlight the growing success of its platform strategy.Snap's growth story is expected to continue to sustain the strong momentum heading into FY'21.Improved . . .
Posted on 8/24/20
Datadog: What Investors Should Expect After Dash 2020
SummaryDatadog's evolving security capabilities are compelling.Datadog has competitive advantages to win in the SecOps and IT-Ops segments.These capabilities will uphold its growth factor as it expands . . .
Posted on 8/14/20
Datadog: The Trial Period Is Over
SummaryDatadog's rapid pace of innovation has been tough to match.Beyond the cost optimization initiatives by customers, competitors will also challenge Datadog's pricing power.Regardless, the customer will . . .
Posted on 8/3/20
Dynatrace: Positioning For More Growth
SummaryDynatrace has improved its capabilities to drive sustainable growth.Solid execution, improving margins and leverage ratios, and strong market positioning continues to make Dynatrace a long-term growth . . .
Posted on 7/24/20
Snap: Shorts Will Lose More Money
Snap Inc. is a camera company.Snap is still investing to drive growth. This is impacting its profitability factor. Regardless, its augmented reality strategy remains compelling.Its improving . . .
Posted on 3/10/20
Dynatrace: Maintaining The Strong Momentum
SummaryDynatrace's recent resurgence has been compelling.Besides its unattractive leverage ratios, other investing factors are improving.The market has priced in near-term gains, making the stock frothy to . . .
Posted on 12/16/19
Datadog: Valuation Is Leading Growth
SummaryDatadog delivered strong growth numbers last quarter.The company's valuation is leading its future growth projections.Its offerings in APM and log management improve its value proposition to . . .
Posted on 10/17/19
HubSpot: Improving Margins Makes It Attractive
SummaryHubSpot will continue to benefit from the demand for marketing and sales automation tools.Improving profitability margin will also help drive cash flow.Regardless, investors should be wary . . .
Posted on 10/16/19
HubSpot: Improving Margins Makes It Attractive
HubSpot (HUBS) is a volatile stock enjoying strong growth momentum in the SaaS space. Demand for marketing and automation solutions in the United States and globally, . . .
Posted on 9/12/19
Tenable: Still Hidden
Summary The next earnings report should give Tenable more exposure if management beats its revenue and EPS guidance. Tenable currently trades at a discount to its . . .
Posted on 9/12/19
Tenable: Still Hidden
SummaryThe next earnings report should give Tenable more exposure if management beats its revenue and EPS guidance.Tenable currently trades at a discount to its peers.It's on . . .
Posted on 7/30/19
Snap: Bears Are Wrong Again
Bears keep underestimating the tailwind from the expanding digital ad market.DAU re-acceleration and improved app engagement will continue to drive more ad revenue.Snap is not revisiting . . .
Posted on 7/18/19
Snap: The Way North
An Android app redesign will not suffice to drive DAU growth.Snap trades at a lofty P/S valuation, while it requires more investment to solidify its new . . .
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