In Practise Profile picture
Sep 30, 2020 6 tweets 2 min read Read on X
NEW INTERVIEW: Alteryx: Land and Expand

'I think on the back-end, things like Snowflake are going to really change the game.'

Image
'the business analyst spends 60% to 80% of their workweek, every week, just preparing the data so they can finally do their job as a business analyst'

Alteryx saves users time Image
Alteryx integrates with Tableau but now Tableau Prep is directly competing with Image
Net retention numbers and user reviews suggest users really like the desktop on-prem product today Image
provides more functionality for users to complete more complex analytics tasks

However, it's unclear exactly how many 'business analysts' use the full functionality vs merely ingest and blend data Image
The big risk is could potentially change the whole analytics stack

if offers a 80% good enough product that stores, ingests, blends your data all in the cloud, could have to rearchitect their product for a multi-tenant environment Image

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More from @_inpractise

Mar 26, 2024
New Research on Evolution Gaming's Asia and Crypto Risk $EVO

We’ve followed EVO closely since 2019, including throughout 2021. This work doesn't rehash old risks.

We believe we've uncovered various potential significant risks to its unregulated Asia business: Image
Firstly, our research suggests crypto provides the critical infrastructure to ~50% of EVO’s EBITDA

~30% of unregulated GGR is driven by crypto gambling but the significant majority of GGR touches crypto to facilitate deposits, transfer payments, and hide gambling

crypto isn't discussed once in EVO filings
While bulls argue $EVO is diversified by end market in Asia, our research suggests the distribution channel to get there is highly concentrated Image
Read 9 tweets
Nov 16, 2023
A Portfolio Head of M&A at Constellation Software on deployment runway: Image
Still enough targets in US… Image
Plus the combination of lower-IRR but larger deals… Image
Read 4 tweets
Aug 26, 2022
The history of AWS' Elastic Kubernetes Service is an example of the power of AWS as a platform

Containers were popularised by Docker by making it easier to scale and deploy applications...

$AMZN ImageImage
But containers created complexity.

Developers can now deploy thousands of container instances. This is a nightmare to manage.

Enter ECS: Amazon Elastic Container Service.
Given most instances are run on EC2, AWS offered ECS: a fully managed container service.

It’s also a perfect tool to migrate on-prem workloads to EC2.
Read 11 tweets
Jul 12, 2022
NEW ANALYSIS: Naked Wines: FY22 Results and Reflections

We've reflected on $WINE FY22 results and the 50% price decline last month

H2 22 saw the worst ever sales retention and Y1 payback...
Repeat contribution margin also declined 260bps due to raw material inflation and higher fulfillment costs
Because of the low retention and Y1 payback, ~100% of the marketing budget is used to replenish churned users

This is forecasted to be the same for FY23 - highlighting why $WINE is struggling to grow
Read 12 tweets
May 24, 2022
WEEKLY ANALYSIS: $CVNA Finance GPU

Read @_inpractise for FREE

Here is our shot at a balanced view of the advantages of $CVNA finance model and the challenges the company faces going fwd

Firstly, $cvna is a loan originator that sells cars.
Comparing $kmx and $cvna finance gpu isn't apples to apples because $KMX doesn't originate tier 2 and 3 loans
Comparing $cvna to $cacc helped us understand the potential advantages to $cvna integrated origination model
Read 10 tweets
May 3, 2022
A few reflections on the Berkshire Annual Meeting..

1) The two words Buffett mentioned the most were 'partners' and 'owners'

$BRK
2) This comment was also interesting

“If I were to do this all again, I’d do exactly the same thing: I’d go to individuals and earn their trust"
"Trust is relational, and flourishes through a set of aligned values. It is far simpler to build trust with an individual than with an institution. The corporation is effectively an intermediary between a personal relationship of two individuals"
Read 7 tweets

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