Jonah’s Small/Mid Cap Deep Dives

Rover ($ROVR) being acquired by Blackstone for $11.00/share

Good morning, Several days ago I sent out part 1 of my ROVR deep dive because I had turned bullish on the company after seeing their Q3 earnings report…

18 hrs ago •

Jonah Lupton

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Part 1: Deep dive on Rover ($ROVR)

In order to read this entire deep dive on Rover ($ROVR) you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid…

Nov 27 •

Jonah Lupton

Deep dive on Arista Networks ($ANET) plus some housekeeping

Hey everyone, I’m just finishing up my next small/mid cap deep dive, should be out in the next few days. It’s a company that I recently started a small…

Nov 22 •

Jonah Lupton

Part 2: Deep dive on Sprinklr ($CXM)

In order to read this entire deep dive on Sprinklr ($CXM) you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid…

Nov 5 •

Jonah Lupton

Part 1: Deep dive on Sprinklr ($CXM)

In order to read this entire deep dive on Sprinklr ($CXM) you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid…

Nov 2 •

Jonah Lupton

Part 1: Deep dive on Live Nation ($LYV)

I’m just finishing up my next small/mid cap deep dive which should be out in the next couple days. In the meantime here’s part 1 of the Live Nation deep…

Oct 31 •

Jonah Lupton

Part 2: Deep dive on Fastly ($FSLY)

In order to read this entire deep dive on Fastly ($FSLY) you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid…

Oct 13 •

Jonah Lupton

Part 1: Deep dive on Fastly ($FSLY)

In order to read this entire deep dive on Fastly ($FSLY) you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid…

Oct 9 •

Jonah Lupton

Jonah’s Small/Mid Cap Deep Dives

We send out 3-4 deep dive writeups per month (6,000+ words each) on small caps and mid caps which are companies with a market capitalization below $10 billion.

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