Your favorite / most interesting public tech companies

I'm not necessarily looking for what is or is not a good investment, so much as, I just got some unusual free time and want to learn some new things, and so wanted to hear what you think are the most interesting public tech companies, or your favorite public tech companies.

Cheers. I'll start. I'm reading into Nuance Communications today. I also think GoodRx is an interesting consumer internet business (I lump that in to tech) and has as good a shot as any of being the Booking.com type platform of Health.

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Comments (41)

  • Analyst 1 in AM - Equities
Apr 9, 2021 - 12:32pm

I think Visa/Mastercard have a really interesting duopoly in the payments space where they have managed to survive & thrive when faced with 'disruptions' by partnering with competitors. Not too many similar instances like them and they definitely act as a unique case study

Apr 19, 2021 - 10:58pm

Definitely interesting history, especially re: Visa where individual players found it hard to succeed in the payments ecosystem and as such came together to form one company from a consortium of players.

It'll be interesting to watch in the coming years. Some say duopoly and Visa's DOJ case in the Plaid deal didn't help it's cause, but I'd argue their duopoly is largely a factor of consistent innovation, being first movers, and billions in investment to grow and modernize compared to the rest of the industry.

  • Analyst 1 in AM - Equities
Apr 20, 2021 - 2:32pm

Agreed. They actually have a ton of disruption trying to take them on from every angle. They all seem to do plenty of M&A to, but most of it goes under the radar because they are relatively small, not household name fintech firms. 

China hasn't really opened up to external payments companies to a large degree but I am definitely very interested to see what will happen there too. 

Another interesting company (not most interesting in world but still) is PayPal. Since they have fantastic management which has kept them afloat and have benefitted largely from the network effect but none of their products are that unique in the grand scheme of things. Still, smart management has allowed the stock to thrive. 

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  • Associate 2 in PE - LBOs
Apr 14, 2021 - 12:16pm

I'm a private markets guy so excuse the ignorant question but I went to build a model of DataDog and they are trading at ~450x forward EBITDA.

What is that even supposed to mean? That is useless information, no? Except, categorically, sure, this valuation is insane since EBITDA margins are still low.

Apr 19, 2021 - 1:08pm

+1 on TTD. in the same industry space as my current company (am a PM at an ad-tech co) They were one of the first real success stories of self-serve programmatic.

Essentially building a "programmatic as a service" offering + relying very heavily on partnerships for scale. Will be neat to see how they react to the decline in volume from iOS 14.5 and the decimation of cookies by Google.

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  • Associate 2 in PE - LBOs
Apr 19, 2021 - 1:18pm

decline in volume from iOS 14.5 and the decimation of cookies by Google.

What does this mean? Do you mind giving a quick bit of background info? Thanks. 

Apr 10, 2021 - 8:22am

CCC, E2open, agree Appian, JFrog

GoodRx I like as well - I urge their deck from syndicated deal a couple years ago. Also like R1 RCM - using ML to decrease inefficiency in healthcare rev cycle management process.

Also - any space industry decks are wild.

Apr 10, 2021 - 6:46pm

Internet: Poshmark, GoodRx, the SMB e-commerce opportunity (Facebook marketplace, Shopify, etc.)

SaaS: MongoDB, Snowflake, Zscaler, Crowdstrike, UiPath, Palantir, Twilio, application / infrastructure monitoring / observability space (Splunk, Datadog, Elastic, New Relic, Sumo Logic, etc.)

Instagram: @dickthesellsider | Substack: dicktoad.substack.com

Apr 12, 2021 - 10:42pm

They've made several acquisitions in the last few years and were also acquired by Blackstone and CVC: Paysafe Group

Online Gambling and Sports Betting is picking up now that a few states have approved of it. Paysafe operates two of the largest digital wallets - Skrill and NETELLER - that caters to that space. They already have a nice footprint abroad and are partnered with the largest online gambling sites. 

  • Analyst 1 in IB - Ind
Apr 13, 2021 - 12:16am

Blackline - the company literally doesn't have a direct competitor and solves a huge issue of end-of-period accounting book close.

  • Prospect in HF - EquityHedge
Apr 16, 2021 - 4:00pm

Some very interesting ideas guys. Any companies focused on the European market?

  • NA in IB-M&A
Apr 19, 2021 - 7:46am

I like appharvest. SPAC company, no revenues, but I like the leadership and their vision. If they can get it right they will become big.

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