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