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Value_Biased Profile picture
Value_Biased
@ValueBiased
I like undervalued stocks with a strong preference for long-term compounders.
Jun 3, 2019 • 11 tweets • 3 min read
IaaS magic quadrant evolution from 2009-2018: June 2009
May 23, 2019 • 10 tweets • 3 min read
MS continuing to do good work on the "New Stack" that is rapidly emerging within the application development & deployment software market. While I suspect legacy vendors might come under more stress relative to what MS is forecasting, the main trend of incredible New Stack growth for the next two decades is clear.
Apr 23, 2019 • 11 tweets • 3 min read
Tons of $LYFT initiations coming out today. Most of them appear to be focusing on the size of the market, the ability of $LYFT & $UBER to disrupt, the likelihood of a duopoly forming & AV positioning.
Apr 16, 2019 • 10 tweets • 3 min read
$TWLO, $TEAM, $VEEV, $WDAY & $DBX lead the software universe in terms of 5 yr average sales efficiency per DA Davidson $AYX, $OKTA, $MDB & $SMAR are younger stand outs in terms of sales efficiency.
Mar 28, 2019 • 12 tweets • 4 min read
The database market is old, large & growing. At the same time it is fragmenting as newer nonrelational databases emerge to deal with new types of data and workloads. Traditional vendors like $ORCL have seen competition emerge from opensource alternatives leading to slower growth. Growth in the database market has been supported by growing data generation and related use cases.
Mar 12, 2019 • 6 tweets • 2 min read
$AMZN ad revenue still small vs $FB & $GOOG but growing nicely Big 3 share of digital advertising set to climb even higher over the next three years
Jan 30, 2019 • 6 tweets • 2 min read
Some great stuff from KeyBanc on the cloud opportunity over the next decade for $AMZN & $MSFT. While the shift to the public cloud has been well documented, slides like these show how early we are in this massive transition.