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Entries from March 2020

Unanswered Coronavirus Questions, Now Is Not The Time For Heroics

March 5th, 2020 · Comments Off on Unanswered Coronavirus Questions, Now Is Not The Time For Heroics

The good news is that the situation in China is improving albeit at exorbitant economic cost, and the virus spreads mostly through family. However, experiences from South Korea show that under unfortunate conditions, few infected people can wreak havoc. On a world scale, we’re only as strong as the weakest links, and there are many […]

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Tags: The Markets

Workday: A Market Leader Only For The Long Term

March 5th, 2020 · Comments Off on Workday: A Market Leader Only For The Long Term

Workday is market-leading in cloud HCM software, with 45% of the Fortune 500 as clients. It has successfully expanded into financials, planning, and analytics, which keeps growth in the mid-20s, and there are still plenty of opportunities, especially internationally. However, given the high level of stock-based compensation and related dilution, the company isn’t profitable on […]

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Tags: WDAY

Acceleration At EverQuote

March 3rd, 2020 · Comments Off on Acceleration At EverQuote

Revenue growth accelerated, and the company has entered new verticals and opened up new quote request channels. There are no sign of a deterioration in quote request economics. In fact, management expects this to improve on Big Data and machine learning. We think the shares are moderately priced. Source: Acceleration At EverQuote – EverQuote, Inc. […]

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Tags: EVER

A Recession Is Looming

March 3rd, 2020 · Comments Off on A Recession Is Looming

It seems reasonable to assume that the coronavirus outbreak is morphing into a global pandemic and that the US will not be spared from community spreading. This will compound the economic damage already washing up from abroad through domestic disruption and worsening business and consumer confidence. Stimulus will be of little help as much of […]

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Tags: Economy

Fiverr, A Winning Marketplace

March 3rd, 2020 · Comments Off on Fiverr, A Winning Marketplace

Fiverr is rapidly expanding and becoming the leading marketplace for the gig economy which is likely to produce network effects. he company is investing heavily in improving the experience for customers, introducing a host of new products and categories and expanding upmarket and abroad. We like the shares a lot, but would wait buying until […]

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Tags: FVRR