Michael and Johnny look at the recent tech IPOs - Asana, Snowflake, SumoLogic, and Palantir. We discuss their histories, business models, and future outlooks in terms of whether they are a worthy investment or not.
In the News of the Week, Apple has new iPhones and Stripe continues its international expansion with the acquisition of Nigeria's Paystack.
Recorded Date: Sunday, October 18, 2020
Time Stamps
- 00:00:18: News of the Week
- 00:04:12: Asana
- 00:10:30: Snowflake
- 00:20:04: SumoLogic
- 00:22:20: Palantir
Highlights
- It's time for another iPhone!
- Stripe acquired the rest of Nigeria's Paystack
- Asana is striving to make us all more productive and efficient at work!
- But they are making more money and losing more money - will they remain an independent company?
- Snowflake's stock has skyrocketed since their IPO last month
- Will Snowflake get acquired?
- Can SumoLogic carve a niche for itself in the industry?
- Palantir should be considered a defense contractor firm instead of a Silicon Valley tech firm
- Will Palantir be better served by going public vs remaining private?
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