Investi Analyst Newsletter
Subscribe
Sign in
Home
Archive
About
New
Top
Discussion
Bi-Monthly Company Review
Analysis of $CRWD, $DDOG, $UPST, $SNOW, $S, $DLO, $GTLB.
Francis
Apr 4, 2022
12
6
Share this post
Bi-Monthly Company Review
investianalystnewsletter.substack.com
Copy link
Twitter
Facebook
Email
March 2022
Enterprise Software Investing Playbook
An Encyclopedia of lessons from the best research materials, legends, and personal experiences.
Francis
Mar 1, 2022
18
4
Share this post
Enterprise Software Investing Playbook
investianalystnewsletter.substack.com
Copy link
Twitter
Facebook
Email
January 2022
First Portfolio Review
Company review, decision-making and analysis.
Francis
Jan 13, 2022
17
2
Share this post
First Portfolio Review
investianalystnewsletter.substack.com
Copy link
Twitter
Facebook
Email
November 2021
Affirm Holdings: A Deep Dive Exploration into Affirm's Competitive Moats
An exploration into Affirm's Differentiation and why they have a right to win the BNPL Market.
Francis
Nov 21, 2021
12
Share this post
Affirm Holdings: A Deep Dive Exploration into Affirm's Competitive Moats
investianalystnewsletter.substack.com
Copy link
Twitter
Facebook
Email
May 2021
An Evaluation of Cloudflare vs Fastly
Summarized breakdown of the fastest growing content delivery and edge networks.
Francis
May 31, 2021
16
4
Share this post
An Evaluation of Cloudflare vs Fastly
investianalystnewsletter.substack.com
Copy link
Twitter
Facebook
Email
April 2021
Optional Read: Palantir - Understanding Demo Day + How IBM contributes towards their AI Ambitions
Introduction: The purpose of this article is to provide information to Investors about Palantir's Double-click Demo series that will run throughout…
Francis
Apr 14, 2021
4
Share this post
Optional Read: Palantir - Understanding Demo Day + How IBM contributes towards their AI Ambitions
investianalystnewsletter.substack.com
Copy link
Twitter
Facebook
Email
March 2021
SoFi - A Comprehensive Fintech Player
Company deep-dive analysis and discussion on Competitive Advantages
Francis
Mar 30, 2021
3
Share this post
SoFi - A Comprehensive Fintech Player
investianalystnewsletter.substack.com
Copy link
Twitter
Facebook
Email
Upstart: The Consumer Lending Space
FY 2020 Highlights, Earnings Recap & What to expect in 2021
Francis
Mar 20, 2021
6
4
Share this post
Upstart: The Consumer Lending Space
investianalystnewsletter.substack.com
Copy link
Twitter
Facebook
Email
Current Market Events - The Relationship between Interest Rates, Yields & Technology Companies
Educational series to enable investors navigate turbulent markets
Francis
Mar 6, 2021
15
3
Share this post
Current Market Events - The Relationship between Interest Rates, Yields & Technology Companies
investianalystnewsletter.substack.com
Copy link
Twitter
Facebook
Email
February 2021
February 2021: Top Performers, Best Earnings Recap & My Picks Into March
Earnings Report
Francis
Feb 27, 2021
9
1
Share this post
February 2021: Top Performers, Best Earnings Recap & My Picks Into March
investianalystnewsletter.substack.com
Copy link
Twitter
Facebook
Email
Palantir Technologies: Ignore Gotham City and Focus on Foundry’s Untapped Potential
Company analysis and product review
Francis
Feb 20, 2021
6
4
Share this post
Palantir Technologies: Ignore Gotham City and Focus on Foundry’s Untapped Potential
investianalystnewsletter.substack.com
Copy link
Twitter
Facebook
Email
2U Inc: Online Education
This is my number one pick for a turnaround story in 2021!
Francis
Feb 14, 2021
6
8
Share this post
2U Inc: Online Education
investianalystnewsletter.substack.com
Copy link
Twitter
Facebook
Email
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts