Earnings Spotlight: Snowflake (SNOW)

by BA Research | Mar 2, 2022 | Earnings

Team Slootman has SNOW revenues racing. But no, we don’t think it deserves a SaaS valuation. Key points ahead of the quarter   SNOW reports FQ42022 earnings today aftermarket. This is a great name to watch as a proxy for cloud computing giants Amazon (AMZN),...

SPAC Market Review – February 2022

by BA Research | Mar 2, 2022 | Featured, SPAC Monthly Review, SPACs

February continued the already negative sentiment in the equity market. A clearly oversaturated SPAC market is continuing to get crushed. Times are extremely tough right now for SPACs that are still searching for targets, as evidenced by the fact that more SPACs are...

Satellogic CEO Emiliano Kargieman on SATL’s Progress Since deSPAC

by BA Research | Mar 1, 2022 | Podcast, SPACs

Satellogic, founded in 2010 by Emiliano Kargieman and Gerardo Richarte, is a vertically integrated geospatial company. The company operates a 17-satellite imagery constellation.   Their mission is touted as “Democratizing access to critical geospatial data”...

Earnings Spotlight: Sofi Technologies (SOFI)

by BA Research | Mar 1, 2022 | Earnings, SPACs

Nope, SOFI won’t print a perfect quarter. But expect stronger hands to prevail, thanks to a still high short interest and Goldman Sachs for the pre-quarter downgrade.    Key points ahead of the quarter  SOFI reports Q4 earnings today aftermarket....

Earnings Spotlight: EV maker Lucid Group (LCID)  

by BA Research | Feb 28, 2022 | Earnings, SPACs

Lucid (LCID) stock is running hot into its Q4 earnings report, today aftermarket. The big question is what investors are willing to pay for growth.   Key points ahead of the quarter   First cars on the line. Impressive reservation numbers. Consensus calls for...