Selling Coupa and CAO

I sold Coupa and China Aviation Oil this week to streamline my portfolio and to focus on the highest conviction stocks in my portfolio which includes iFAST and Datadog. Revenue growth at Coupa has been decelerating while losses have been mounting. I think Coupa is a great company with impressive network effects and high switching … Continue reading Selling Coupa and CAO →

Coupa Software: A smart buy

Coupa is a business spend SAAS (Software-as-a-Service) company which benefits from network effects, high switching costs and could be a beneficiary of a normalizing economy during 2021. I’m involved in procurement during my day job so I was impressed by Coupa’s cloud software. Business spend can be a slow and manual process. Before buying something, … Continue reading Coupa Software: A smart buy →