On Aug 27th, Fastly announced their intent to acquire Signal Sciences. I think this acquisition will be accretive to Fastly and increases my optimism. In this post, I discuss the mechanics, synergies and opportunities for the combined company. $FSLY softwarestackinvesting.com/fastly-and-sig…

Datadog released Q2 earnings in early August. In this post, I review the results and provide a broader update on recent product expansions. Additionally, I revisit the competitive landscape and consider future opportunities for the company. $DDOG softwarestackinvesting.com/datadog-ddog-q…

Great work by Goldman Sachs. It will be reflected a year from now. Estimated $2 per licence for 1M card holders. $2M licence fees, multiply by 25 = $50M. Also 10-15% maintenance fees. Just right amt for the market cap added last night. $INS wsj.com/articles/gener…

Truly remarkable. We are witnessing e-commerce takeover in SouthEastAsia in real time. $SE

With earnings season approaching, we look at which high growth tech stocks have the strongest history of outperforming revenue estimates over the last 4 quarters. $ZM $SHOP $SQ $SE $CRWD $NVDA $DDOG

ASX:$3DP, world first AaaS for 3D data

$INS buckle up, T-60 T-59 T-58.... cnbc.com/2020/10/11/app…

Very impressive quarter by $FSLY given all the uncertainty. Show me another company (this early) that can lose most of its revenue from its largest customer, still grow 42% YoY, guide for 39% YoY growth, and have as many exciting innovations (Compute@Edge & Secure &Edge) coming

$CRWD down 7%. Because of the vaccin, there will be no crooks anymore. 🤔🙄 $DOCU down 13.5%. Because of the vaccin, people will all of a sudden crave for slow back-and-forth paper work. 🤔🙄 $ROKU down 7.8%. Because of the vaccin people become allergic to smart TVs. 🤔😜😂

$SE I take a look at Q3 earnings youtu.be/w1xqcwgjNbo

$SE Takeaway from SE AGM 2020 I have categorized the sharing under, 1. On Talents / Culture 2. On Competition 3. On Identifying new avenue of growth opportunities/market 4. On Regulation Risk 5. On Forrest Li Current Focus 6. On SeaMoney 7. On DE 8. On Take rates

Thank you CityAlight for spending 2,437 minutes with me this year on Spotify. You are my #1. #2020Wrapped open.spotify.com/artist/4UNta2j…

I have compiled what I believe to be the strongest trends into 11 groups containing a list of 30 stocks. I'm working to narrow to 15 names for Stocks to Watch 2021: E-commerce Payments Security Edge & Cloud Database Health Fitness Streaming Digital Ads Tech Utilities Services

A few thoughts here on the $INS FY20 results / call I think it's helpful whilst looking at some of the specifics, to bear in mind three points around the company 1. What it is 2. What it's capable of 3. What it's currently doing

Lessons for why Localization & Culture matters: "Here’s how Lazada lost its lead to Shopee in Southeast Asia" $SE $BABA kr-asia.com/heres-how-laza… kr-asia.com/heres-how-laza…

theringer.com/platform/amp/2…

How to Win (without talent or luck):