Dhumil – Denali Stock Club

JFROG Valuation Built for failure!

September 16, 2020December 7, 2020Dhumil

JFROG company that builts tools for Devops going IPO 9/16. “JFrog Artifactory is a universal DevOps solution providing end-to-end automation and management of binaries and artifacts through the application delivery process that improves productivity across your development ecosystem” Price raised $39-41 will open $62-75 (most likely)valuation is Sky high almost 33x-40x revenue @ IPO priceat opening […]

Zen Desk. Zen for your portfolio?

June 9, 2020June 9, 2020Dhumil

Zen Desk (Zen) is a software-application company that provides solutions, sales, CRM, customer support SaaS Zen competes in a crowded market against a behemoth like Salesforce, Hubspot, SAP, Oracle, and Microsoft. Company has been growing Revenue at 31% y/oy and projected to grow at a high rate for the next 5 years Zen Desk started […]

Oasis Midstream Partners, Is it a Great Income Investment?

June 7, 2020June 8, 2020Dhumil

Oasis Midstream Partners is a 3-year-old MLP, that operates in Williston Basin & Delaware Basin Oil and Gas volatility due to Covid 19 has created a lot of uncertainty for E&P and MLPs. OMP (Oasis Midstream Partners) has cash coverage of 1.6x-2.1x and growing Gas and Oil price volatility due to OPEC can create havoc […]