Coupang is the largest e-commerce business in South Korea and is rapidly expanding into other verticals, like food delivery, grocery delivery…
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31% revenue growth, highest operating margins since 2018, bullish guidance, reducing SBC, and a strong net cash position. What's not to love?
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It’s been a volatile past 12 months but the long-term growth picture for Airtasker remains intact, despite the 60%+ fall in share price.
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Axon has a demonstrated track-record of growing revenues in the mid-20% range, expanding gross and adjusted EBITDA margins, while also producing…
Spotify has enormous growth ahead of them and is cementing their dominant leadership position with each passing day, yet shares trade at their cheapest…
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ironSource generates free cash flow, has a fortress balance sheet, and trades on an attractive valuation multiple of 3.1x forward EV/sales and 10.2x…
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In Q1 2022, Lemonade reported strong top-line growth and another quarter of 20%+ growth in premium per customer due to multi-product bundling. Early…
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Overall, Q1 was another excellent quarter for DOC, but the market continues to show no love for the stock. The market cannot continue to ignore stellar…
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ironSource is a software business that helps mobile app developers expand, engage and monetise their user base. The current valuation is compelling and…
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In this short article, I’ve highlighted the most interesting quotes from Spotify CFO Paul Vogel's Q&A session at Morgan Stanley’s TMT Conference in…
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Lemonade is a high-risk, high-reward investment with an enormous TAM and a management team with ambitions to disrupt insurance as we know it. This…
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Here I discuss DOC’s FY21 announcement which included new data from 2021, bullish revenue and margin guidance for 2022 and 2023, and disappointing news…
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