MDB

It has been a relatively long journey to write commentaries on many of the companies that reported in the last 10 days. And I have still missed a couple of names such as Medallia and Coupa that are of interest to some subscribers. But the current installment will cover the balance of the names on…

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After a week of high tension, the world has seemingly averted catastrophe, and the US would seemingly have achieved a strategic victory in its long standing fight against Iran’s goals of regional hegemony. The belief that a wider war has been avoided, but with Iran’s military/technology capabilities seen as inept, is obviously putting a tailwind…

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A Mournful Wednesday It was just one of those days The skies were dark and the heavens were weeping. If you are a tech investor and are looking for growth names Wednesday was either the worst of times or an opportunity. While there is no particular index that tracks high momentum/highly valued growth names, a…

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There have been a variety of news events that may be of interest to some subscribers. I though it might be most convenient to bundle them into a single post. None of these events will be company changing but they have had some modest share price impact. Before starting on the content, please note that…

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I have received a number of requests from subscribers to comment on what some perceive as a valuation bubble in high-growth tech stocks. It seems a good occasion to reflect on Q1 and whether those results have created a bubble.  Just to be clear, from time to time, groups of stocks are going to perform…

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Most subscribers are probably aware that Amazon has launched a product called DocumentDB that is compatible with MongoDB. In consequence, MongoDB shares have dropped by 13% today and they were down 4% yesterday as the information about the Amazon product started to be disseminated. I have been asked by quite a few subscribers what they…

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Before I embark on a couple of rather brief commentaries on two names that I have recommended to subscribers over the past few months, pardon me if I take a few lines to suggest some thoughts-about Tuesday’s bloodletting, today’s reversal and the yawing disconnect between reality and the share price performance of tech shares. Tech…

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We had mentioned in previous posts that our position in Twilio had reached a level that was inconsistent with good portfolio management policies. While the main mandate of the portfolio is to maximize returns, it also has a mandate of prudent management, the same as any other investment fund might have.  As of today, after…

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I will try to make this as short as possible and long as necessary. Some subscribers like my efforts in terms of diction; all subscribers are going to like it better if I can produce profitable picks. I think the recent crash is epochal in nature. I have seen my share of crashes such as…

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As I mentioned yesterday, this is a multi-day stretch of multiple earnings releases. I will get to most of them over time-a couple in each post. But if any subscriber wants a quick response on a particular earnings release, I am happy to oblige. Simply send a query and I will respond about the earnings…

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