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Stock Analysis

Fiverr – Investment Thesis

July 29, 2021August 6, 2021 investingcurator

What does Fiver do? Fiverr is a digital marketplace that connects buyers and sellers of digital services such as website development, video editing and creation,

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Stock Analysis

Invest in Twilio – Deep Dive

May 14, 2021May 14, 2021 investingcurator

Before I begin, I would like to give a special shoutout to my friend, Thomas Chua, whom I’ve worked with on this piece. He runs

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Stock Analysis

Why I invest in Avalara

March 8, 2021March 8, 2021 investingcurator

A true test of an individual’s understanding lies in his/her ability to distil complexity into a simple scene in his head. So to try something

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Stock Analysis

Why I invest in Camping World

January 7, 2021January 7, 2021 investingcurator

“Selling RVs? Growth is slow, no exciting technology, it is simply too boring.” “Wait, did I just say boring? Hmm…” The word “boring” struck a

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Stock Analysis

Jumia : The Amazon of Africa?

December 21, 2020December 23, 2020 investingcurator

Amazon, Alibaba, Mercado Libre, SEA Limited. If only I had bought these e-commerce companies in their early days, I would be swimming in cash. It

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Stock Analysis

The tech company behind a retail façade – Stitch Fix

November 29, 2020November 29, 2020 investingcurator

If you believe that personalization is the next wave, remember this name – Stitch Fix. It has become humanely impossible to assimilate the copious amount

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Stock Analysis

Atlassian – Teamwork makes the Dream work (Part 2)

October 23, 2020November 15, 2020 investingcurator

This is a continuation of a previous post where I touched on various aspects of Atlassian’s business model. If you have not read it, click

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Stock Analysis

Atlassian – Teamwork makes the dream work (Part 1)

October 14, 2020November 15, 2020 investingcurator

What does Atlassian do? There is a decent chance that some readers may have used Jira, Confluence or Trello in their workplace. If those terms

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