Michael and Johnny look at the recent tech IPOs - Asana, Snowflake, SumoLogic, and Palantir. We discuss their histories, business models, and future outlooks in terms of whether they are a worthy investment or not.

In the News of the Week, Apple has new iPhones and Stripe continues its international expansion with the acquisition of Nigeria's Paystack.

Recorded Date: Sunday, October 18, 2020

Time Stamps

• 00:00:18: News of the Week
• 00:04:12: Asana
• 00:10:30: Snowflake
• 00:20:04: SumoLogic
• 00:22:20: Palantir

Highlights

• It's time for another iPhone!
• Stripe acquired the rest of Nigeria's Paystack
• Asana is striving to make us all more productive and efficient at work!
• But they are making more money and losing more money - will they remain an independent company?
• Snowflake's stock has skyrocketed since their IPO last month
• Will Snowflake get acquired?
• Can SumoLogic carve a niche for itself in the industry?
• Palantir should be considered a defense contractor firm instead of a Silicon Valley tech firm
• Will Palantir be better served by going public vs remaining private?

Links

• Apple's new iPhone 12 Series
• Stripe's Paystack acquisition
• Snowflake White Paper
• Snowflake vs Redshift
• 5 Things to Know about Asana's direct listing

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