Last time I checked out the latest fund ownerships. Major institutions have increased their UPWK position, it currently stands at #443+ at the last check prior to earnings.
What is BNPL and how does a BNPL transaction work?
Who are the key partners?
Below is a great overview by my friend @mariogabriele. It breaks down all the key partners. BNPL is more complex under the surface, but this is a good starter:
NTM:
• In my opinion: $UPWK outperforms $FVRR
[Save this tweet]
Let's review a few snippets behind my thesis: Thread👇
1/ First, a bet on any Biz' is the Management. Let’s start here.
I’ve seen @hydnbrwn on social channels. I’ve been impressed by their passion for @Upwork' mission. I almost can’t tell the difference btw a Founder vs CEO!
The New Mgmt additions LTM have been strong. Thanks, HB!
2/ @AznWeng shared a couple of data points from Revelera showing massive accelerations in the No of new clients showing their products on UPWK. *July and August* seem to have the strongest momentum in their history.
Mapping based on some of these technology maturities and industry/corporate adoption.
The next decade of technological progress will be mind-blowing.
See excerpts from the report below o
By 2022, 70% of companies will employ hybrid or multicloud-management technologies, tools, & processes, which are the hallmarks of distributed IT infrastructures.