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Joey Koh Profile picture
@JoeyKoh_
Sep 13, 2020 • 6 tweets • 4 min read • Read on X
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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More from @JoeyKoh_

Joey Koh Profile picture
Dec 3, 2021
Crowdstrike Q3 2021 Earnings Review:

-1.5B ARR hit, just 3Qs after 1B ARR milestone
-Increasing momentum in public sector deals (CISA)
-Multiple vendor displacements again (incl. $S)
-21 modules (!) - depth & breadth = consolidation vendor of choice
-FCF 124m

Thread $CRWD:
Check out my Q2 earnings review here:

Appears that winners keep on winning.

1/ Metrics at a glance:

Pic 1: User metrics
Pic 2: User Metrics (cont.) Bottom line & Guidance.
Read 14 tweets
Joey Koh Profile picture
Nov 19, 2021
Sea Limited Q3 2021 Earnings Review:

Highlights:
-Monetization improving across all units
-eCom guidance raised by 0.3B
-Even with slowdown, Digital Entertainment (Free Fire) still improving sequentially
-Mind & time share for FF and Shopee still strong globally

Thread🧵 $SE
Q2 earnings review below👇🏻

1/ Metrics at a glance
Q3'21 / Q3'20 (YoY)/ Q2'21 (QoQ)

Qtrly Active Users (QAU) m
729 / 572 (27%) / 725 (1%)

Qtrly Paying Users (QPU) m
93 / 65 (43%) / 92 (1%)

QPU / QAU
12.8% / 11.4% / 12.7%

Adj EBITDA (m)
715 / 585 / 741

Despite decel in DE, still💰🐄
Read 21 tweets
Joey Koh Profile picture
Nov 16, 2021
$NVTA Q3 2021 Earnings Review

I actually wanted to re-read the earnings transcript as I always did. However, I found it too technical and generally full of fluff (i.e. in midst of paradigm shift... nows the best time in having genetic information). Granted, every management...
does that, but particularly with $NVTA, I felt out of depth regarding the understanding of the investment thesis. I do know its got to do with their flywheel of genetic testing and recently into personalized cancer monitoring & other ArcherDX tests acquired.
The nature of the business, tbh does not excite me. And I've just spent an hour making my excel spreadsheet for tracking $SE metrics look pretty. Yet I found it hard for me to keep reading Invitae's transcript.

Nevertheless, I still track their growth and it is quite lacklustre.
Read 7 tweets
Joey Koh Profile picture
Oct 15, 2021
META-THREAD (Luna / Terra)

A running thread of all information, threads & content relating to the Luna & Terra ecosystem. Have seen alot of buzz around it, perhaps for good reason (esp after Columbus-5). Hope this info is useful👍

Thread🧵👇#Luna #Terra
1/
@NicolasFlamelX sets the stage (back in Aug, $LUNA $12+!) for why Luna will🚀moon w democratization of $UST. The algorithm uses arbitrage to ensure a stablecoin peg for UST. To mint new $UST, we need to burn the equivalent in $LUNA... 👀supply

2/
@ZeMariaMacedo breaks down Terra. Hint: it all revolves around ($UST), an algorithmic stablecoin. First step to global usage comes from mutli-chain usage. Then comes the convergence of UST's participation in real-world events. Huge potential here:

Read 10 tweets
Joey Koh Profile picture
Oct 14, 2021
Mid-Month Crypto portfolio

Made quite a few moves, so wanted to share it for transparency and self-accountability. Main moves:

Increased BTC / SOL exposure
Sold much of L2 tokens on Solana ecosystem
Freed up cash as dry powder
Reduced DeFi activity
2/
I am positioning for a #Bitcoin ETF approval. However, it can still be delayed or rejected. I have spare cash ready to buy that dip if it ever comes.

Bitcoin has been quite the brainless investment, especially for the long-term. ETF talk just reinforces the lindy effect.
3/
I took a hard look at my L2 tokens & wondered: how & why value should accrue to these tokens. They are hardly deflationary & emissions only provide a stable source of selling.

The talk about governance token is also quite hollow. Every token is a 'governance' token.
Read 9 tweets
Joey Koh Profile picture
Sep 10, 2021
THREAD: Buying crypto in Singapore.

If you are interested to get into crypto & not sure where to start, look here. Feel free to tag your friends who are also interested. As always:

Do your own research
Be aware of risks
Not your keys not your coin!

Let's go 🧵👇🇸🇬
2/
First we need to define 2 things.

1) Fiat on/off-ramp
2) Crypto exchanges

Fiat refers to $$, USD or SGD. To get exposure to crypto, you can buy a financial product (e.g. CFDs/ futures), which are available on popular brokerages.

This thread will focus on spot tokens.
3/
What are spot tokens? These are actual tokens you own yourself, and can freely transfer them anywhere and to anyone.

Ok, so which are the recommended exchanges for SGD/USD>crypto?
Read 23 tweets

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