Sublime
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Updated 2024 metrics for growth portfolio positions 👇
Current Holdings: $SNOW, $CRWD, $DOCN, $GLBE, $DDOG, $MDB, $CELH, $TEAM, $MELI, $TTD, $NET, $U, $PLTR, $TSLA, $PAYC & $CFLT https://t.co/rBgBT193iF
Echo Street shorted stocks with the following characteristics:
1. Business unfavorably positioned relative to ongoing secular changes
2. Management team that is unlikely adequate to respond to those changes
3. Over-leveraged balance sheets
4. extreme valuation
Sahil Khetpalx.com
I've seen much of what hedge funds and the sell-side buy wrt data on internet companies and it's mostly bad.
The best way to understand internet company usage patterns is looking at what female enterprise sales reps are wearing over time.
Earlier this week, I went to a new(?) conference... See more
It seems investors are now returning to the fundamentals, where organic growth is valued over paid user acquisition and profitable customer acquisition is a focus versus the land-grab approach.
Nicole Quinn • Where top VCs are investing in D2C
The reason for this slowdown in growth could be as simple as the incredible growth experienced in 2021. To compete in the non-US market, it seems clear from my research that Avalara will need more tax content and tailor its capabilities to the local needs. This could be very lucrative, but it will take a lot of effort and resources to capture a... See more
