Memos.
Hi there - Here are some of the memos that I have written thus far starting from 2024. Please feel free to contact me to exchange ideas!
2024
Snowflake - memo
Initial deep-dive into Snowflake a datawarehouse company that is expanding into the lakehouse segment.
2024
Mongodb - memo
Deep-dive and short memo on Mdb, a NoSQL document database company.
2024
Bill holdings - memo
Initial deep-dive into payments on Bill, a payments / accounting solution for SMBs
2024
Datadog - Investment thesis
Deep dive and quarterly investment thesis on Ddog, an observability platform oriented for enterprises
2024
Snowflake - Quarterly Thesis
Quarterly thesis on SNOW, where the company had debates surrounding CRWD incident
2024
JFROG - Thesis
JFROG Investment thesis, a binary artifactory company oriented towards enterprises
2024
Starbucks - Thesis
SBUX Investment thesis written with friends in my investment club! SBUX is a coffee shop franchise that sells beverages worldwide
2024
Adobe - Quarterly Thesis
ADBE Quarterly thesis - ADBE is a design tool used worldwide by designers
2024
Microstrategy - Thesis
MSTR Investment thesis , a software company that also invests in a lot of Bitcoin
2024
Dollar Tree - Thesis
DLTR Investment thesis , a discount retail company that sells both gifts and food in the US
2024
Skechers - Thesis
SKX pitch done with friends! SKX is a shoe / athletic retail company that sells apparels to consumers
2025
Doordash - Thesis
DASH Investment thesis , a food delivery company that delivers food to the door of clients
2025
Allegiant Airlines - Initiation
ALGT Initiation memo, a deep-dive with my friend Jordan into an ultra lowcost airlines company that provides air travel for consumers (Thanks Jordan)
2025
Allegiant Airlines - Thesis
ALGT Investment thesis, an ultra lowcost airlines company with changing unit-economics
2025
Marvell Technologies - Initiation
MRVL Initiation, a fabless semi conductor company that designs chips for enterprises
2025
Marvell Technologies - Thesis
MRVL Investment thesis, a fabless semi conductor company that competes with incumbents
2025
Cyberark - Thesis
CYBR Investment thesis, a cybersecurity company that sells privileged and identity access management solutions to enterprises
2025
SNOW - Quarterly Thesis
Re-investigating snowflake's current trajectory, thesis on Snowpark, iceberg tables, and Cortex
2025
Palo Alto Networks - Thesis
PANW Investment thesis, a cybersecurity company that sells zero trust security solutions to enterprises
PANW Memo (Date) - WIP