Instacart vs. DoorDash - Which is the Better Investment Today? (Pt.2)
Summary
* Despite slower growth, CART offers stronger gross margins, a higher ROIC,
Amazon
Notes: Day 2 Tech (Pt.2)
Summary
* Big tech has entered a “Day 2” phase, prioritizing margin expansion,
Instacart vs. DoorDash - Which is the Better Investment Today? (Pt.1)
Summary
* Instacart (CART) and DoorDash (DASH) are pursuing the online grocery and
Notes: Day 2 Tech (Pt.1)
Summary
* Tech giants have evolved from disruptive upstarts to entrenched incumbents, yet
Themes - SysMoore & Hardware Renaissance In The Next Decade (Pt.1)
MSFT: Building The Cloud, Securing The Future - How Microsoft Leveraged Azure To Lead In Cybersecurity (Pt.1)
Summary
* In this two-part report, we gain a deep understanding of Microsoft&
Updates: Snowflake, Databricks & Palantir- Controlling The MDS And GenAI PaaS Future (Pt.3)
Summary
* In Part 3 we discuss AI PaaS (Platform-as-a-Service), comparing Snowflake'
Investor Guide: Forecasting Terminal FCF Margin Of B2B Software Companies (Pt.3)
Summary
* The report introduces the Terminal Opex & Capex Framework for estimating