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No Love for Match

“Hi! I’m dating stock called MTCH looking for a committed relationship with investors. I’ve got a ton of baggage from prior acquisitions and my latest passion is taking me in a new direction which I don’t have a handle on yet. I earn pretty good money but am in a kind of dead end job. I’ve got…

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Mimecast Salad

Mimecast (Nasdaq: MIME) is a SaaS/Cloud company focused on enterprise email security and archiving. The story is a little mixed up though. The company focuses on email but is positioned (at least by Gartner Group) as an information archiving company. There are also some misleading statements regarding market opportunity to take into consideration as well….

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Apigee is about smart programs, not APIs

During the Apigee (NASDAQ: APIC) analyst day yesterday there was a comment during Q&A that crystallized part of the investment story for me – “It’s not about integration.” So what is it about? Intelligence is the part of the APIC story that investors should care about. Unfortunately it’s buried in the blur of API management,…

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The Puritans of Storage

Pure Storage [NYSE:PSTG] priced at $17,  above their proposed price range $14-16 price range. It’s clear they have a great story and management team with revenue growth numbers that speak volumes, at scale. After doing $6M in 2013 we see them doing about $175M this year. It’s a rocket ship on the top line. Those of…

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Ooma – Been There, Done That

Ooma (NASDAQ: OOMA) is another alternative communications company that provides cloud-based phone services to consumers and small businesses. The company is like some other small public companies like Vonage (NYSE:VG), MagicJack (NASDAQ: CALL), and RingCentral (NYSE: RNG). Ooma has an offering directed at the home market and one for small businesses. As consumers continue their…

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Can Etsy survive an IPO?

Etsy has come a long way since the early days when many of us were laughing to the point of tears with posts from the infamous and now-defunct Regretsy.com. There are still funny things to be found but it’s a far more polished site now. Seriously though… the company is trying to take another step…

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Maxpoint (MXPT)

There’s a lot changing in retail and our initial impressions of Maxpoint (MXPT) suggest this is one company that is likely to succeed as one of the new retail technologies that can effectively bridge the gap between online advertising and promotion with local in-store sales. We’ve often wondered what companies might fill the void between…

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Wayfair IPO – Aspiring To Be The Amazon Of Home Furnishings

Positioning   Wayfair aspires to be “the online destination for all things home.”  Their strategy is to offer the largest selection of home furnishings with a broad range of styles and price points.  It markets its products with five distinct brands, each targeting a specific niche market ranging from modern design to classic furnishings. Top…

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HubSpot IPO S-1 Teardown

Positioning HubSpot is an enterprise class online marketing and sales platform that leans toward inbound rather than outbound interactions. It does more than a typical email marketing system and is more interactive than a CRM system like Salesforce.com. HubSpot integrates website pages with email, analytics, SEO, CRM, and calls-to-action to create more business from online…

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Alibaba – What Could Go Wrong?

Nutshell Alibaba (BABA) is set to go public with a pricing late Thursday for allocation and trading on Friday morning. It promises to be a monster IPO and a virtual proxy for the long-term growth of China and the Internet. Investors are understandably in awe of the story and frothing at the mouth to buy…

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