Sep 17, 2018
We explore the Elastic IPO by doing a deep dive into its SEC Prospectus. We look at their business model and risks, and how open source software has been a giant revenue growth driver for them. We then get into an interesting discussion around tech investing and how it’s related to crypto. We look at some alerts that came through our platform: a cautionary tale of a trader who lost his life savings by investing at the peak and trying to recover losses with Bitcoin Cash and Ripple, and how to avoid doing that by looking at trading psychology. We also look at a crypto flash crash and compare it with flash crashes in public markets.
Topics:
- Exploring the Elastic IPO
- Prospectus summary
- The "search" and the concept of "search"
- What "Net Expansion Rate" is
- Tech investing and how it relates to crypto
- Uber versus Magna
- Alerts:
- Bitcoin crash
- Attempt at fixing wallet syncing crash
- Crypto flash crash
Links:
- Elastic - Form S-1
- SeekingAlpha analyst's post on Elastic search
- Bitcoin Crash: This man lost hi savings when cryptocurrencies plunged
- Attempt at fixing wallet syncing crash - https://app-alpha.quantlayer.com/dashboard/alert/d56b2357-abdb-46db-9280-45143591bdf6
- https://app-alpha.quantlayer.com/dashboard/alert/6ad97baf-d64c-31f5-bd05-13db1366111e - September 5 Flash Crash - https://medium.com/ironchain-capital/a-recap-of-the-september-5-flash-crash-98b41b046c60
- https://app-alpha.quantlayer.com/dashboard/alert/7753c79e-4823-35c3-9acb-8e21439227aa - Caching blockchains for fun and profit with Menlo Core