Author archives: Matthew North

Airbnb grew its revenues while many of its competitors faltered during the pandemic. A change in consumer preferences and spending habits has also enabled new dimensions of competition in the…

Block currently trades at what can be seen as an expensive valuation. The business has a negative EPS and a shrinking EBITDA margin. Despite this, the company also has some…

Yandex is facing geopolitical as well as macroeconomic headwinds, along with supply chain shortages and threats from sanctions.

Oracle is clearly a falling knife. Some analysts believe this is irrational due to its strong revenue growth and recent acquisition that will boost its TAM.

Rapid7, Inc. (NASDAQ: RPD), unlike most of its competitors in the cloud security space, has the very real possibility of turning a profit this year, which probably comes as a…

VMWare has great revenues and excellent prospects for continuing to increase its market share. The business is heavily reinvested into its future, but it is facing headwinds from unfavourable macroeconomic…

F5 Inc. (NYSE: FFIV) is struggling along with most of its peers in the EDP services industry. The semiconductor chip shortage and supply chain constraints are inhibiting industry growth with…

Cloudflare continues to be sold off along with its peers and it’s struggling to break even on its operating margin. However, the stock has annual solid recurring revenues and is…