I came across this interesting analysis of many of the stocks discussed in our boards
- Digital transformation is real and accelerating. Companies surveyed say they will increase spending on cloud transformation. This bodes well for all our companies
- But it did not show in increased Q2 rev in many of our companies - most companies actually slowed. This was because their customers scrutinized spending. The good thing is most companies just postponed spending to later Qs. This bodes well for companies like Ddog.
- Feds have extended the low-interest easy money policy till 2023. This is good for growth stocks and SAAS in particular due to the numerous advantages we have discussed on these boards.
- nCino metrics look good. Has anyone analyzed it?
Do you see more takeaways?