Niki Schranz
Contributor since: 2018
Articles
Zscaler: Growth Acceleration Might End Soon, But I'm Staying Long
Why Upstart Is Cheap Right Now
Netflix: Dominance, Doubt, And The Demystification Of Competition
Time For A Second Look At Snowflake
Zscaler: From Going Astray To Acceleration
AT&T: Why Are Shares So Cheap?
Zoom: Misunderstanding Valuation, Guidance, And WFH-Importance
Alteryx: Not The Time To Buy (Yet)
Alteryx: The Revenue Recognition Problem
Netflix: Don't Worry About The Price Drop
Zoom: Still Underappreciated
CrowdStrike: Why Is It Trading At A 'Discount'?
SHOP: Will Shopify Profit From Coronavirus?
Zscaler: More Troubles Ahead?
Alteryx: Competitive Threats Are Still Misunderstood
Netflix: How Bad Was The Subscriber Miss?
Upwork Vs. Fiverr: Who Stays Ahead?
3 Reasons Why Lyft Is Not A Good Investment
DDD: 3 Lessons From A Failed Growth Story
Alteryx: A Little SaaS Accounting Lesson
Nutanix: Broken Thesis?
Square: 3 Fears Not Worth Worrying About From Q4 Earnings
Twilio: A Growth Company You Should Simply Own
Shopify: Is Growth Deceleration A Warning Sign?
Is Apple The Next Nokia?
Netflix: Reviewing Q4 2018
Nutanix: My Top Pick For 2019
Apple: A Great Buy Amidst Market Fear
Zscaler: Don't Miss It Because Of Valuation Concerns
Netflix: 3 Reasons To Buy
Upwork: Exciting IPO With Question Marks