askelkarToast (Nasdaq: TOST) Vertical SaaS or Fintech?Toast is a vertical software as a service or SaaS space for the restaurant industry. You may have seen the Toast point of sale device that…5 min read·Sep 19, 2022----
askelkarIs Confluent, Inc. the next rocket ship following the footsteps of MongoDB and Elastic?[disclaimer: Although 10Ks and S1s are snapshots of the company in question, We are interested in the nature of the business and economics…5 min read·Jun 21, 2021----
askelkarMatterport / Gores Holdings VI SPAC merger[disclaimer: Although 10Ks and S1s are snapshots of the company in question, We are interested in the nature of the business and economics…5 min read·May 8, 2021----
askelkarCoinbase — the The NYSE + Goldman Sachs + AIG + Paypal of crypto?[disclaimer: Although 10Ks and S1s are snapshots of the company in question, We are interested in the nature of the business and economics…5 min read·Mar 14, 2021----
askelkarHow much of a big deal can Airbnb really be?[disclaimer: Although 10Ks and S1s are snapshots of the company in question, We are interested in the nature of the business and economics…4 min read·Dec 6, 2020----
askelkarInvesting in pre-IPO companies and SPACs for Retail Investors[disclaimer: We are primarily interested in the nature of the business and economics of the industry / sector / trends. These articles…5 min read·Nov 29, 2020----
askelkarGoodRx Holdings S-1 Aug 2020[disclaimer: Although 10Ks and S1s are snapshots of the company in question, We are interested in the nature of the business and economics…4 min read·Nov 2, 2020----
askelkarUnity Software Inc. S-1 August 2020Infrastructure for the “Metaverse”5 min read·Sep 9, 2020----
askelkarSchrodinger S-1 2020Applying machine learning to drug and molecule discovery2 min read·Sep 6, 2020----