Christopher Seifel, Discover and Read the Best of Twitter Threads by @SeifelCapital

Christopher Seifel

SeifelCapital

This thread covers a lot of the key items to look at when ripping through a 10K & proxy.If it's your first time looking at a company, don't even think

$U: More Than GamingUnity Software ($U) is the leading platform for creating & operating interactive, real-time, 3D content.Thesis: It will fundamentally change how companies bring products to market, reducing frictions

$SE: A Monster Born in SE Asia ("SEA")Sea Ltd. ($SE) is the leading internet company in SEA. It dominates the region’s gaming, e-commerce, and digital payments markets.Its effective management team

IPO Bases: Why Staying Patient Pays OffI discussed "IPO Bases" as part of my pre-IPO analysis of $SNOW.This component of technical analysis is especially pertinent given all of the recent

$SHOP: The Backbone of Modern CommerceShopify Inc. ($SHOP) is a leading global commerce company that provides a turnkey SaaS platform to start and manage a business.SHOP is the dominant force

$FSLY: An Edge Over the CompetitionFastly, Inc. ($FSLY) is a leading developer-focused edge cloud platform (“Infrastructure-as-a-Service” or “IaaS”).It's programmable edge network optimizes secure content delivery.The stock fell

$SNOW: Pioneering the Data CloudSnowflake Inc. (NYSE: SNOW) helps companies consolidate data in order to drive meaningful business insights, build data-driven applications, and share data.Its growth rates and metrics would

$SPOT: The $NFLX of Audio StreamingSpotify Technology S.A. ($SPOT) is the dominant global audio streaming company.Famous for its music platform, SPOT will need to execute on its podcast vertical to

$CRWD: New Era of Cyber SecurityCrowdStrike Holdings, Inc. ($CRWD) is a leading SECaaS company that provides endpoint protection (EPP), SecOps, and threat intelligence.It leverages network effects of crowdsourced data to

$DDOG: The Linchpin Behind Digital TransformationDatadog, Inc. ($DDOG) is a leading monitoring and analytics platform for a company’s entire tech stack.Its stock dropped 16%(!) after the Q2 2020 ER.It may