Opinion: Klaviyo is a Strong Sell, with extreme and under-appreciated risks through 2025. Its customers are poorly capitalized, tenuous businesses with massively disproportionate exposure to consumer discretionary. I am short KVYO. Klaviyo is MailChimp for e-commerce SMB. However, plenty of e-commerce companies also just use MailChimp or other email service
Opinion: Strong Sell. I am short DOCS. I believe DOCS is not "LinkedIn for Doctors" but "ZoomInfo Targeting Doctors" and it is a predatory business model set to burst in 2025. Doximity AKA "LinkedIn for Doctors" is a business in declining health with major
Opinion: Appian Corporation (NASDAQ: APPN) is a Strong Sell. Key Points * Appian positions itself as a "low code" application development solution with major F500 companies and many US federal government agencies among its customers. However, upon closer inspection it appears a large portion of Appian's revenue
Free money for scrolling through hundreds of ads, free money for recruiting new members, high coupon sales for AppLovin going headstrong into an e-commerce narrative: Let's dive into AppLovin's related party e-commerce pyramid scheme Flip, which is driving AppLovin's DTC e-commerce growth as Wall
Key Points * APP has recently exploded in terms of equity value and in revenue growth, fueled by a strong push into e-commerce and a potential inclusion in the S&P 500, which did not occur. * However, incremental APP revenue and revenue growth through 2024 is heavily influenced by a
Opinion: APP is a Strong Sell. This stock had been managed to an "S&P 500 inclusion" story that did not pan out, on the back of an e-commerce story that makes no sense. Even strong beats this upcoming earnings would not account for how APP revenue
Opinion: APP is a Strong Sell. AppLovin is merely a Russian/Belarusian/Cypriot hellhole of related-party transactions on low-tier mobile games in a declining industry. Note: In the last few months I've asked thirteen investors in this name whether or not they've actually played mobile games
ServiceTitan, which IPO'd this week, is a strong play on the prison industrial complex. ServiceTitan, as the scheduling and dispatch software for the construction and home services industries, has the best location data set on the movement and physical locations of thousands of undocumented Latinos in the US.
New "AI and Crypto Czar" David Sacks has backed a number of founders with direct ties to organized criminal activity. Is David Sacks really just a venture capitalist investing in speculative tech companies? Or is his VC persona merely a front for organized crime? Let's dive
Zeta Global CEO David Steinberg has been evasive on the Kubient accusations in recent calls and releases. It turns out, David Steinberg has had a deep relationship with Kubient CEO Paul Roberts for years. Why is David Steinberg's VC firm Caivis' website still down? Background 1) On
The writing is on the wall for ZETA. Also, a piece of paper saying "ZETA HQ" seems to be quite literally taped on the wall. On Wednesday, November 27, 2024 during CNBC's Closing Bell: Overtime, Zeta Global CEO David Steinberg again publicly, unequivocally lied about Zeta
Opinion: ZETA remains a Strong Sell. Note: before we dive in, please go to the following websites and nab them/screen grab them before they are potentially taken down. Zeta Global has been deleting or refactoring their consent farms these past two weeks. I already have timestamped evidence of these
ZETA is an almost complete scam. Let’s dive in on some outright false statements made by Zeta Global CEO David Steinberg and CFO Chris…
MyPillow will help usher in The Great Generational Wealth Transfer, the largest homo sapien mass extinction event of all time. Mike Lindell…
Opinion: ZETA remains a Strong Sell.
Zeta Global’s AI story and revenue growth are intertwined with AI charlatan Snowflake. Zeta Global has managed their peak stock price to…
I ‘hacked’ Zeta Global’s marketing data in order to figure out their largest customers and prospects and tie this out with Zeta’s…
AdTech company Zeta Global Holdings has engineered a ‘Zeta 2025 Plan’ stock promotion to coincide with the 2024 election. PredictIt is no…
How can one promote a federally-regulated exchange while spreading conspiracy theories about derivatives traded on the exchange?
A Case for Mum Mania in 2024. The ‘Path to 270 Electoral Votes’ Runs Through Hardy Mums Buyers: Suburban Moderate Women in the Upper…
For a guy who screams about the CCP all over CNBC and the internet, Joe Lonsdale seems to be taking money from the ‘bagman’ for the CCP…
Klaviyo’s Q1 2024 results showed a revenue beat and a raise in annual revenue guidance. However, this revenue beat coincides with…
Snowflake’s new CEO Sridhar Ramaswamy is powerless to stop Snowflake channel partners with access to Snowflake revenue patterns from making…
The Future of the Internet is more private, more 1:1 conversations between brands and consumers, and data brokers and third-party identity…