Snowflake
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Feb 8, 2021 by David Baran · across every show →
Everything said about Snowflake, oldest first
Feb 8, 2021 bullish
Baran: InfoMart is probably worth $5B to $7B
“To give you an example, when we started investing in InfoMark, I remember the first day it had a market cap of sixty million dollars. And I couldn't understand for the life of me, like, what is this? It's like a series B round in the valley. This is a profitab…”
Aug 15, 2022 negative
Enright: Buying Consensus High-Quality Stocks Like Snowflake Offers Zero Edge
“The more I look at public market quality business investing and saying there's no differentiation there at all. So the idea that somebody is like, I love Snowflake. It's a great business. Like, yeah, who doesn't think Snowflake is a great business? Why is that…”