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This week I sit down with Kinsey Grant (Twitter @KinseyGrant) from Morning Brew (@MorningBrew) and the Business Casual Podcast (@bizcasualpod).I asked...
Hey Investors.. trying something new. You can consume this update however you’d like. If it’s in your email you can hit play to listen to the audio at...
Time got away from me and I couldn’t get last week’s update out last Friday. This week will be a little weird. Today we’re covering last week (week en...
My experience with Zoom since it became a publicly traded company (since it IPO’d) in April is a great learning opportunity. I have probably displayed...
Yesterday we covered the results from Anaplan’s First Quarter 2020 Earnings Report. Today in Part 2 we will cover management’s prepared remarks and th...
Our Position:I had my eye on Anaplan (PLAN) before it IPO’d (became a public company) but chose not to invest because I was concerned with sales and m...
Salesforce Signs Definitive Agreement to Acquire TableauThis seems like a smart acquisition for Salesforce (CRM) and I think Tableau (DATA) will benef...
This is part 2 of my review of Zscaler (ZS) Third Quarter 2019 Earnings. Today we will cover the questions and answer portion of the earnings call. ZS...
Hey everyone, There will surely be a lot of headlines in the news today, many will probably negative because that’s what gets clicks but most of the h...
Twilio Launches $750M Stock Offering This doesn’t alarm me at all. The stock seems to be down a few percent after hours. Maybe because of this news.. ...