Aug

16

How Mismanaged is Block?

I used to think that Block, the payments and digital banking company previously known as Square, was well-managed. It’s

Aug 16, 2023

8 min read

Jul

25

Tesla FSD Could Be Big

During Tesla’s second quarter earnings call last week, CEO Elon Musk said that Tesla is “very open to licensing

Jul 25, 2023

6 min read

Jun

10

Tesla Opens Up Superchargers to Competitors: Bad Move?

In the last few weeks Ford, then GM, announced that they would adopt the Tesla-invented NACS charger and allow their

Jun 10, 2023

7 min read

Jun

06

Apple Vision Pro: Is This Meta’s iPhone Moment?

There is a scene in the recently released movie Blackberry in which the employees at Research in Motion, maker of

Jun 6, 2023

7 min read

Sep

02

Okta’s Execution Mess

Okta, the cloud identity provider, reported earnings this week and while the results were very strong on the surface, the

Sep 2, 2022

8 min read

Aug

29

Salesforce’s Best Acquisition Yet: Itself

Salesforce is the granddaddy of cloud stocks. It was the first sizeable SaaS company to go public, in 2004, and

Aug 29, 2022

8 min read

Aug

24

Stripe vs. Adyen: Collision Course

Adyen reported earnings last week and the company showed its usual strong growth with processed volumes up 60 percent year-over-year

Aug 24, 2022

9 min read

Aug

12

Twilio’s Margin Target: How Achievable is It?

Twilio reported Q2 earnings on August 5th and despite delivering on its promise of organic growth of at least 30

Aug 12, 2022

7 min read

Aug

10

Square’s Margins, Square vs. Shopify

Square, now called Block, reported Q2 earnings last week. The company delivered solid growth, with net revenues excluding bitcoin and

Aug 10, 2022

8 min read

Aug

09

Ping and SailPoint: A Look at Thoma Bravo’s Identity Rollup

Thoma Bravo is a private equity company with ~$100 billion in AUM and a strong track record investing in software

Aug 9, 2022

13 min read