Just spent more hours that I'd care to admit to research on Snowflake ( ) and its IPO.
It's almost like a Data Warehouse in here.
Credits to:
@hhhypergrowth , @mariodgabriele (& thegeneralist), @publiccomps, @SeifelCapital, & @Beth_Kindig.
Kudos!
(1/N)
Technological Deep dive by Muji @hhhypergrowth.
The underlying tech infrastructure can be so hard to ingest (!), yet Muji does it so well:
Much needed deep dive to understand 's value prop.
Honestly, VERY, very comprehensive stuff.
hhhypergrowth.com/a-snowflake-de…
(2/N)
Folks at the generalist (found it from @mariodgabriele) wrote up a great report on the company's S-1 and so much more!
@publiccomps also does a wonderful job wrt the S-1 and , with great charts to back it up.
blog.publiccomps.com/snowflake-s1-i…
(2/N)
@SeifelCapital (SCM) does a fantastic job from an investor's perspective, painting an attractive thesis:
(3/N)
Last, but definitely not least, @Beth_Kindig tackles the IPO with a Growth - Risks - Valuation focus, and if you should take a leap of faith with Warren Buffett via a Forbes article.
(4/N)
All these hours of research and I am glad that I reached a conclusion to my own investment dilemma.
I hope this thread can settle your own dilemma for you.
Cheers and enjoy the remaining weekend!
(End)
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