Skip to content
Dark
Search
Sign In
Subscribe
Home
About
Research Notes
Slide Decks
SPAC IPOs
Spinoffs
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
Load More