Fundamental equity. Factor neut so i can focus on the imp things
Wyoming, USA
Joined August 2013
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Positioning has prob been the most important factor for 6mo+ now. Other side of almost every trade is just another L/S shop. MDB was cons long, NOW cons short, SNOW cons short, WDAY cons short, etc. I think COUP has far too many shorts & people on sidelines, w/ inc ~okay num’s
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Anyone willing to stick their neck out on what they think expects are for CRM A-Day? Or/and what will happen?
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Google subtly announced native digital signature integration into Workspaces in the middle of a blog post a couple weeks ago… If you ever had any doubt that core eSig is or will soon become commodity tech. $DOCU blog.google/products/workspa…
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1) am surpr NRR only 124% at this scale & w/ 2/3 cust being entp;2) avg ARR/cust $34k theoretically leaves room for expansion if build out the platform lik CRWD; 3)level of cashburn is wow;4) and payback @28mo is solid but not exceptional by my math:((((161-131)/4)*.51)/(36.2))*3
Congrats to @SentinelOne on their S-1 filing! A modern extended detection and response platform. $S
- $112M LTM Revenue (+101%)
- 56% gross margin
- (134%) Op Margin
- (82%) FCF Margin
- 124% dollar-based net retention
- 25 months GM adj CAC Payback
cloudedjudgement.substack.co…
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Scientists and billionaires team up on a secret plan to defeat Covid-19. This is how their unorthodox strategy found its way to the White House. wsj.com/articles/the-secret-… via @WSJ
Most succinct assessment of what’s going on with the treatment side of the COVID drug development landscape nejm.org/doi/full/10.1056/NE…
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@MauSantillana Why haven't you guys put out anything yet, or at least told us you are working on something...?
An important and worthwhile read to catch up on just how dire the outlook has become over the last two years... link.medium.com/2IbcF0fnP2