Category: Analyst POV

The Contrarian Case: Why Prediction Markets Create a Buying Opportunity for DraftKings and FanDuel

Finding Value in CRE: Building an Industry Model

Low-Income Consumer in Trouble

Low-income spending is weakening, pressuring dollar stores. DG shows the highest exposure, while FIVE appears the most resilient in current trends.

The Sweet Spot: Why Hershey’s Depressed Valuation Sets Up for a Multi-Year Recovery

How I used Daloopa's MCP integration with Claude to quickly analyze five years of cocoa volatility and uncover a compelling contrarian opportunity.
Figma IPO: The Crown Jewel of 2025's IPO Renaissance

Figma IPO: The Crown Jewel of 2025’s IPO Renaissance

The 2025 IPO market has awakened from its multi-year lull, but no company exemplifies the perfect mix of growth, profitability, and market positioning quite like Figma.

Rising Fast, Spending Faster: The Hidden Risks in Coreweave’s Rally

Coreweave (CRWV) completed its IPO of 37.5 million shares, downsized from 49 million shares, on March 28th at $40 per share in a somewhat disappointing raise, well down from the expected range of $47 to $55 per share
Anatomy of the Research Initiation Post IPO- CRWV

Anatomy of the Research Initiation Post IPO- CRWV

Coreweave (CRWV) completed its IPO of 37.5 million shares, downsized from 49 million shares, on March 28th at $40 per share in a somewhat disappointing raise, well down from the expected range of $47 to $55 per share
Why Netflix Stands Alone as a Recession-Resistant Tech Stock

Why Netflix Stands Alone as a Recession-Resistant Tech Stock

Netflix (NFLX) posted strong results across the board, with revenue growth of 13% year-over-year (16% FX neutral), and even more impressive operating income rising 27% year-over-year. Q1 marked the first quarter in which the company no longer provides subscriber metrics as it focuses more on
Stubhub’s Comeback: From eBay Subsidiary to International Powerhouse

Stubhub’s Comeback: From eBay Subsidiary to International Powerhouse

StubHub (STUB) has officially filed its S-1 to go public, led by JP Morgan and Goldman Sachs. They now join Coreweave (CRWV) and Klarna (KLAR) hoping to provide a much-needed spark to the IPO market.

Advantages, Disadvantages: Insights into Klarna’s F-1 for IPO

Klarna, the largest Buy Now Pay Later (BNPL) provider, filed its F-1 registration statement to go public on the NYSE under the ticker KLAR.