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Uncertain Times Call for Fundamental Certainty: Part 1
We take a look at MongoDB (NASDAQ: MDB) and Couchbase (NASDAQ: BASE) and how they are positioning ...
Read MoreUncertain Times Call for Fundamental Certainty: Part 2
We take a look at MongoDB (NASDAQ: MDB) and Couchbase (NASDAQ: BASE) and how they are positioning ...
Read MoreUncovering Winners in Supply Chain Disruption with Candas: Air Freight and Logistics
Using the Candas Data Science Library, we uncover the air freight and logistics names which saw th...
Read MoreGetting the Share Count Right
Using the Canalyst Potentially Dilutive Securities data to assess potential dilution for PagerDuty...
Read MoreWhich SaaS KPI matters the most?
Using Candas to pull historical data to look at the history of each KPI, run historical comparison...
Read MoreA New Way to Apply a Macro View to a Sector
Re-driving 44 retail stocks with only a few lines of code. Applying a macro view to the retail sec...
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Goldman Sachs Compensation Ratio Analysis
Redriving models from the Brokerage Sector using the Goldman Sachs compensation ratio time series.
Read MoreA New Way to Approach a Traditional JPMorgan Read Through: Part 2
The revenue impact of reported Q4 2021 JPM financials results on companies in related financial su...
Read MoreA New Way to Approach a Traditional JPMorgan Read Through: Part 1
We explore the correlation between JPM financials and companies in related financial subsectors.
Read MoreM&As are Getting Better, Faster, Stronger
A look at American Tower’s (NYSE: AMT) proposed acquisition of data center REIT CoreSite Realty ...
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