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Research
By
Luke Hallard
Published On: July 13, 2024
Anirban’s July 2024 Conviction Rating Review
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By
Simon Erickson
Published On: June 15, 2024
Anirban’s June 2024 Conviction Rating Review
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By
Simon Erickson
Published On: May 15, 2024
Anirban’s May 2024 Conviction Rating Review
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By
Simon Erickson
Published On: April 12, 2024
Anirban’s April 2024 Conviction Rating Review
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By
Anirban Mahanti
Published On: March 20, 2024
Is StoneCo A Compelling Opportunity In Brazil’s Fintech Landscape?
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By
Simon Erickson
Published On: March 14, 2024
Anirban’s March 2024 Conviction Rating Review
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By
Anirban Mahanti
Published On: March 13, 2024
Okta Moves Back To Buy
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By
Anirban Mahanti
Published On: March 13, 2024
Alphabet Moves To Hold
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By
Anirban Mahanti
Published On: March 11, 2024
Sell Twilio
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By
Simon Erickson
Published On: February 15, 2024
My Notes From Upstart’s Full Year 2023 Results
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By
Anirban Mahanti
Published On: February 15, 2024
Twilio Delivers Lukewarm Results And Announces Strategic Review
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By
Simon Erickson
Published On: February 13, 2024
Anirban’s February 2024 Conviction Rating Review
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By
Simon Erickson
Published On: January 11, 2024
Anirban’s January 2024 Conviction Rating Review
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By
Simon Erickson
Published On: December 6, 2023
OKTA Drops the Ball on Security; We’re Moving it to “Hold”
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By
Simon Erickson
Published On: November 1, 2023
November 2023 Stock Rec #3
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By
Simon Erickson
Published On: October 1, 2023
October 2023 Stock Rec #5
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