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Summary Chase Coleman’s 13F portfolio value decreased from $26.64B to $11.93B this quarter. Tiger Global added Alphabet and increased Kanzhun, SentinelOne, & Toast while decreasing JD.com, Microsoft, CrowdStrike, and NU Holdings. They also dropped DocuSign. The larg...
Summary Our reverse DCF implies revenue CAGR of 35% for 5 years, EBIT margins at 25% in year 10, and $1.3b FCFF p.a. at maturity. The market may be overly bullish on revenue growth, as historical trends indicate deceleration. Free cash flows are expected to come after significant ...
Summary Elastic N.V. provides search services that are used in a wide array of IT applications, from monitoring to security. Elastic Cloud, the fast-growing cloud version of its search engine has seen some slowness during the latest reported quarter. Still, Elastic's partnersh...
Elasticsearch, Inc., elasticsearch B.V., floragunn GmbH, Amazon.com, Inc., and Amazon Web Services, Inc. issue the following joint statement: floragunn acknowledges that Search Guard used Elastic’s source code in violation of Elastic’s copyrights. Before it learned of ...
In spite of the company's revenue soaring nearly 170% over the last three years, shares of software company Elastic (NYSE: ESTC) have fallen 9% over that same period. The bear market of 2022 has shone the spotlight on financial flaws with Elastic, and stocks like it, that put up str...
Elastic (NYSE: ESTC) (“Elastic”), the company behind Elasticsearch and the Elastic Stack, announced that it will host its Financial Analyst Day in San Francisco on September 19, 2022 beginning at 1:00 p.m. PT. Key members of Elastic’s management team will discuss th...
Summary Cloud software stocks have been hammered in the past few months. The WisdomTree Cloud Computing ETF is down 57% from its previous high, and almost 20% in the past month alone. As we wrap up earnings season, some trends have emerged. Many software stocks have hit tw...
Summary The Fund returned about -33% in the second quarter, bringing its total decline to approximately -51% in the first half of the year. The vast majority of our losses have been driven by the continued compression of multiples across the board. Mission critical products an...
Summary It seems hard to deny that a recession is either here or imminent. I present my five suggestions for growth investors trying to navigate turbulent waters. Focus on companies with market share gains and rising free cash flow. Look at companies whose results are buck...
Elastic ( NYSE: ESTC ) is scheduled to announce FQ1 earnings results on Thursday, August 25th, after market close. The consensus EPS Estimate is -$0.17 and the consensus Revenue Estimate is $246.34M Over the last 2 years, ESTC has beaten EPS estimates 100% of the t...
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Developers now have more LLMs to choose from when iterating and building production-ready RAG applications Elastic (NYSE: ESTC) announced support for Amazon Bedrock-hosted models in Elasticsearch Open Inference API and Playground . Developers now have the flexibility to ...
Elastic (NYSE: ESTC) (“Elastic”), the Search AI Company, announced that it will conduct a live webcast on July 17, 10:00 AM PT. Santosh Krishnan, GM of Elastic Security will discuss Elastic’s security solution, with participation from an Elastic partner. Koji Ikeda, Sr. Resea...
A new interface enables developers to iterate and build RAG applications for A/B testing LLMs, tuning prompts and chunking data Elastic (NYSE: ESTC), the Search AI Company, announced Playground, a low-code interface that enables developers to build RAG applications using Elasticsear...