Business Teardown Upstart (UPST) Business & Q3'21 Earnings Teardown A deep dive on Upstart and why investors have wrangled the business.
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.
Business Teardown The Bear Case for Palantir in 2021 A deep dive on the current state of Palantir and the dangers of its business in 2021.
