Affirm’s quarter-was it really that bad? Writing a positive article on the shares of Affirm in the current environment is more or less equivalent to being a champagne salesperson at a temperance conference. Or perhaps a wounded gazelle running into a pride of hungry lions. Negative sentiment toward anything that looks like technology is on…
How should growth investors position their portfolios to deal with the impending recession Whether the NBER or the president chooses to acknowledge the reality, a recession is either here or shortly impending. It is not, perhaps, a typical recession, but then there is really no such thing as a typical, i.e. inventory based recession any…
Twilio’s Share price implosion-It is hard to believe that the company is actually thriving These are the dog days of summer, at least astronomically. This is the time of the year in which many traders take holidays, volume shrivels, and investors wait for the many conferences that are held after Labor Day. Even modest changes…
Shopify-A dispassionate look from a onetime shareholder The last time I personally owned Shopify (SHOP) was during 2019. The last time I wrote about the company for SA was back in April 2020. It was just at the end of the pandemic induced market swoon and the shares were at an adjusted price of $42, on their…
Upstart’s quarter and guidance-the good, the bad and worse I am not, by nature, a contrarian. And I imagine the foregoing article will be controversial and elicit some negative comments. I have obviously recommended Upstart shares over time, and I have most recently done so in May, after the company guided down. Despite some caveats at the…
Clearing up some misconceptions about the company’s quarterly performance and its outlook This is not intended to be a deep dive into Datadog (DDOG), in terms of all of tis offerings and its competitive position. The other day the company announced its Q2 earnings. Initially some observers and some investors sold the shares because the…
The last few days have seen a mini-rally in enterprise software stocks. I could tell readers that I was anticipating that, except for the fact that I have really been anticipating this since March, and most software stocks still have a long way to go before reclaiming those levels. At the most basic level, there…
The analyst at BTIG, Gray Powell, has downgraded his rating on the shares of Snowflake from buy to hold. He now feels that risks and rewards are fairly balanced. For subscribers who might not be familiar with the company’s business, over-simplified, it is a cloud based data warehousing solution. The analyst said that growth of…
For the last several months, pundits, analysts and investors have been beating the drums about an impending recession. The recession appears to have arrived, certainly in Europe, and probably in the US as well. At the very least, bond traders, who have bid down yields on Treasury bonds the last several months are relatively convinced…
Atlassian-its attractively valued for the first time in years Why write an article about the shares of Atlassian (TEAM) now? I last wrote an article on the company that was published on SA about 2 years ago. The shares are actually higher now, than they were back then, but in the interim, they appreciated substantially before falling…