Zillow $Z Investment Thesis
On a go-forward basis, Zillow is a best-in-class, highly profitable business in a large under-monetized market. The stock has been underappreciated following the iBuying fiasco and expectations for their core IMT business have been stagnant presenting a unique investment opportunity.
Weekly Dashboard 10/5/2021: Crowdstrike Q2 FY22 Earnings Teardown
Crowdstrike $CRWD Q2 FY22 Earnings Teardown Historical Financials [https://www.publiccomps.com/companies/CRWD?active_tab=1] | Press Release [https://ir.crowdstrike.com/news-releases/news-release-details/crowdstrike-reports-second-quarter-fiscal-year-2022-financial] | Earnings Transcript [https://www.fool.com/earnings/call-transcripts/2021/09/01/crowdstrike-holdings-inc-crwd-q2-2022-earnings-cal/] | Earnings Presentation [https://ir.crowdstrike.com/static-files/547e5c92-3594-4eef-9dfc-9eca37b6
Joining Whale Rock 🐳
Hey Public Comps Family, I'm excited to announce that I’m joining Whale Rock Capital Management LLC [https://www.linkedin.com/feed/#] as an analyst to focus on investing in late-stage and growth-stage private companies. Incredibly grateful to be working with Jacqueline Wibowo [https://www.linkedin.com/feed/#] Kristov Paulus
Confluent S-1 & IPO Teardown
Confluent $CFLT is one of the most successful enterprise-focused open-source companies that follows the path trail blazed in recent years by Elastic and MongoDB. We summarize the S-1 filing and walk through Confluent’s story, key metrics, product, market, competition, and valuation.
Weekly Dashboard 6/18/2021: Crowdstrike Q1 FY22 Earnings Teardown & Squarespace S-1
Crowdstrike ($CRWD) Q1FY22 Earnings Historical Financials [https://www.publiccomps.com/companies/CRWD?active_tab=1] | Press Release [https://ir.crowdstrike.com/news-releases/news-release-details/crowdstrike-reports-first-quarter-fiscal-year-2022-financial] | Earnings Transcript [https://www.fool.com/earnings/call-transcripts/2021/06/03/crowdstrike-holdings-inc-crwd-q1-2022-earnings-cal/] | Earnings Presentation [https://ir.crowdstrike.com/static-files/547e5c92-3594-4eef-9dfc-9eca37b635f4] Fi
Weekly Dashboard (5/27/21): Marqeta, Coinbase, Monday.com IPOs
👋 Public Comps Customers 👋 Sorry its been a few weeks since our last newsletter. Over the summer we will be more consistent! IPOs & Prospectus Watch (Marqeta, Coinbase, Monday.com) Marqeta is a card issuing and payments company that provides “a single, global, cloud-based, open API Platform for modern card issuing and
MongoDB (MDB) Q4 2020 Earnings Teardown
> “I believe we will look back at 2020 as the year that put an exclamation point on the need for businesses to reinvent themselves using software and data” - Dev Ittycheria, MDB earnings call Q4 2020 Summary * $171M Revenue (+38% YoY) * Subscription Revenue $163.9M (+39% YoY) * Atlas revenue (+66%