Anyone have access to this article about Whale Rock? Can you please paste here?
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Bump. Would be interested in this as well
Yes see below
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Great article (read with my imagination)
This is why you work on the sell side no one likes you. I bet you have no friends you monkey. Go spread my comps.
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This is unironically one of the best WSO threads. We're all just sending punctuation symbols at each other.
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?????? 🐳 🐳🐳
Someone just post the article please, someone here surely has access and copy pasting one article isn’t the end of the world…
Summary of the article :
Three of eight largest long positions in its U.S. portfolio were newly acquired in the third quarter.
Netflix is now the third-largest long
Meta Platforms is number seven
ON Semiconductor is eighth.
doubled its stake in Workday, now 10th-largest
Increased position in Amazon by +17%. now the largest U.S.-listed long,
sold about a third of its stake in Microsoft
The firm sold a similar percentage of Monolithic Power Systems and Intuit, its second- and third-largest longs, at the end of June.
Wow and the article was posted in November...they're fucked
Why do you say that?
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