Investment Memos 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.
Investment Memos Block $SQ Outlook A quick note on Block's valuation and future outlook heading into earnings next week!
Investment Memos BigCommerce $BIGC Investment Note BigCommerce $BIGC is poised to become one of the leading e-commerce platforms for middle-market and enterprise companies. We outline the investment thesis for BigCommerce and analyze the key metrics, market, competition, and valuation.
Earnings Teardown 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-
Newsletter Public Comps Weekly Dashboard 8/22/21 Public Comps Dashboard 8/22 and analysis on Marqeta Q2 '21 Earnings
Newsletter Public Comps Weekly Dashboard 8/4/21 Public Comps Dashboard 8/4 and analysis on Square + Afterpay acquisition
S-1 Teardown 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-
Earnings Teardown 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
