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Fiverr: Q4 FY20 Update
Before reading this checkout my initial FVRR coverage here. This post will be an extension of what I previously covered with some additional areas I…
Feb 25, 2021
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Parth Patel
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January 2021
Mohawk Group: AI meets Ecommerce
(Working) Investment Thesis: Consumers have become increasingly more reliant on e-commerce marketplaces to purchase everything from consumer staples to…
Jan 12, 2021
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Parth Patel
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Mohawk Group: AI meets Ecommerce
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December 2020
PagerDuty: Pioneering Digital Operations Management
Investment Thesis: Digital transformation has seen rapid acceleration across all industries as the pandemic forces remote work. As companies continue…
Dec 28, 2020
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Parth Patel
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PagerDuty: Pioneering Digital Operations Management
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CrowdStrike: The Future of Cybersecurity
Investment Thesis: The World Economic Forum (WEF) 2020 Global Risk Report reported cyber attacks as a top 10 risk in terms of likelihood and impact…
Dec 9, 2020
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Parth Patel
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CrowdStrike: The Future of Cybersecurity
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Fiverr: Growth in the Gig Economy
Investment Thesis: Covid-19 has created massive tailwinds for the freelance economy and Fiverr (FVRR) is in a position to be a major beneficiary…
Dec 8, 2020
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Parth Patel
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Fiverr: Growth in the Gig Economy
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Investment Research Reports
Welcome to Parth’s Newsletter by me, Parth Patel an aspiring Equity Research Analyst. I provide deep-dives on disruptive and innovative companies with…
Dec 7, 2020
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Parth Patel
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Investment Research Reports
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