The Mini Mania is Here
***Use our link or enter promo code “CCM” at checkout to get $10 off your first month at 7investing*** Nothing you read in this post will be ground-breaking, considered a hot take, or different than your daily stream on fintwit the past month. However, I want to timestamp my thoughts on why portions of the market are in a “Mini Mania” as we close out 2020. Specifically, in the non-FANMAG software stocks, SPACs, electric vehicles (EVs), and new IPOs like DoorDash and Airbnb. F
Episode 94: Interview With Muji @hhhypergrowth
***Use our link or enter promo code “CCM” at checkout to get $10 off your first month at 7investing*** This week Ryan and I chatted with Muji (his Twitter is @hhhypergrowth, link here), a veteran of the software industry. We discussed two topics: cybersecurity and edge computing. On the cybersecurity side, we focused on Crowdstrike (ticker: CRWD) and Zscaler (ticker: ZS). Edge networks revolved around Cloudflare (ticker: NET) and Fastly (ticker: FSLY), but also had some areas
Square Selling Caviar to DoorDash is a Win for Both Companies
In conjunction with Square’s earning’s release this afternoon, investors were surprised to see another announcement that the company was selling its Caviar business to DoorDash for $410 million. The deal is a cash and stock offer, and will likely close by the end of this year according to the press release. Now, before we start analyzing the deal (and why I think it is a win-win scenario), let’s go through a short history of what Caviar is so we understand what DoorDash is ge