The COVID-19 pandemic is putting unprecedented stress on digital services and websites, with technical incidents doubling since the start of March. Yet new data from PagerDuty, Inc. (NYSE:PD), a globa

Zoom And The Harsh Spotlight (Podcast)

10:30am, Thursday, 16'th Apr 2020
Zoom has stepped into our lives as a central communications tool. It's also been the momentum stock of the (short-lived?) bear market. There have always been qu

PagerDuty (PD) Catches Eye: Stock Jumps 9%

02:58pm, Thursday, 09'th Apr 2020
PagerDuty (PD) saw a big move last session, as its shares jumped 9% on the day, amid huge volumes.
Credit Suisse AG reduced its holdings in shares of Pagerduty Inc (NYSE:PD) by 28.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commis
Franklin Resources Inc. lifted its position in Pagerduty Inc (NYSE:PD) by 145.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned
Most SaaS companies trading publicly are currently down 40% or more from their 52-week high, compared to 27% for the S&P 500. Many of them will see a slow-down
PagerDuty needs to change its growth strategy to make sense as an investment. The company is facing fierce competition from Atlassian and Splunk in the Incident
PagerDuty went public in early 2019 to some fanfare as a fast-growing tech company. The firm provides IT system monitoring technologies to companies of all size

Tech And Its New Safe Haven Status (Podcast)

10:30am, Monday, 23'rd Mar 2020
The tech sector has been roiled during the coronavirus bear market, no surprises there. But the Nasdaq has held up relatively well, continuing years of outperfo
Pagerduty, a former short, is now an attractive SAAS long as competitive concerns have proved overstated based on our research and valuation vs. peers is compel

A Case For Cloud SaaS Amid Market Turmoil

01:04pm, Thursday, 19'th Mar 2020
With recent market volatility, cloud enterprise SaaS represents a unique opportunity. Disruption from Covid-19 will only accelerate the need for digital transfo

PagerDuty's Prospective Pullback

12:23pm, Wednesday, 18'th Mar 2020
PagerDuty offers little over its free competitors, and its stock is essentially driven by hype. The company's pricing scheme makes it a cost center both for lar
Chase Coleman’s 13F portfolio value decreased from $18.88B to $18.12B this quarter. Tiger Global increased Uber Technologies & Elastic NV while decreasing Sales
Pagerduty (NYSE:PD) and 3D Systems (NYSE:DDD) are both small-cap computer and technology companies, but which is the better business? We will compare the two businesses based on the strength of their

Correction City (Podcast)

11:30am, Thursday, 05'th Mar 2020
The market has had plenty of excuses to sell off, but last week's correction still surprised many of us in the market. We try to make heads of the different cro
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