Internet

Internet

PublicSq (PSQH) via Colombier Acq (CLBR) deck

,   and  Debarshi Ghosh

February 28, 2023

Featured

Cloudflare comes for Cisco, Amazon, Google, Microsoft

,   and  Kris Tuttle

September 12, 2019

Internet

MOGU is Meh at Best

,   and  Kris Tuttle

December 5, 2018

Internet

Ask the Monkey

,   and  Kris Tuttle

September 25, 2018

Consumer

The Eventbrite IPO

,   and  Kris Tuttle

September 19, 2018

Consumer

The FarFetched IPO

,   and  Kris Tuttle

September 12, 2018

Internet

Can Carbon Black Compete?

,   and  Kris Tuttle

May 3, 2018

Internet

Sizing up the Dropbox.

,   and  Kris Tuttle

March 21, 2018

Internet

Cloud Security with the Zscaler IPO

,   and  Kris Tuttle

March 15, 2018

Internet

SendGrid (SEND) a developer-focused email platform.

,   and  Kris Tuttle

November 14, 2017

Consumer

Redfin ignores the elephants.

,   and  Kris Tuttle

July 25, 2017

Internet

Blue Apron needs to be acquired soon.

,   and  Kris Tuttle

June 8, 2017

Internet

Software Infrastructure Gets Hot Again

,   and  Kris Tuttle

April 6, 2017

Consumer

Snap Part 3 - Just in Case

,   and  Kris Tuttle

March 1, 2017

Internet

Snap Part 2 - More like YouTube 2.0

,   and  Kris Tuttle

February 20, 2017

Consumer

Snap Part 1 - First Take on the S-1

,   and  Kris Tuttle

February 2, 2017