Jonah’s Growth Stock Deep Dives

Jonah’s Growth Stock Deep Dives

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Jonah’s Growth Stock Deep Dives
Jonah’s Growth Stock Deep Dives
Deep dive on Snowflake ($SNOW)

Deep dive on Snowflake ($SNOW)

Jonah Lupton's avatar
Jonah Lupton
Aug 14, 2022
∙ Paid
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In addition to my Substack newsletter, I also run a Stocktwits room where I post my current holdings, buys & sells, investment models, technical analysis and market commentary for both my Investment Portfolio (long term, strong fundamentals, 20-30 holdings) and my Trading Portfolio (short term, strong technicals, 0-10 holdings). The two options are $15/month for the monthly plan [click here] or $150/year for the annual plan [click here].

Jonah's Stocktwits room


You can now signup for my new Substack called Jonah’s Trading Charts which is focused exclusively on the technicals — every day (usually pre-market) I’ll send out an email with my favorite trading charts/setups. You’ll also have access to my trading portfolio with current positions/sizes, entry/exit prices, profits/losses and much more. I’m also doing live charting and live trading 3-4 times per week.

Jonah's Trading Charts


Company: Snowflake

Ticker: (SNOW)

Website: Snowflake.com

IPO date: September 16, 2020

IPO price: $120.00

Current stock price: $168.68

Current outstanding shares: 318 million

Fully diluted outstanding shares: 358 million

52 week high: $405 on November 17, 2021

52 week low: $110.27 on June 14, 2022

Current market cap: $53.6 billion (based off current share count)

Enterprise value: $48.8 billion (much higher if you use diluted share count)

Headquarters: Bozeman, Montana, United States

Number of employees: 4500+ (and expecting to hire 1500 new employees this year)

Average price target from analysts: $199.69


Investor Relations [click here]

Q1 2023 Earnings Report [click here]

Q1 2023 Earnings Call Webcast [click here]

Q1 2023 Earnings Call Transcript [click here]

Q1 2023 Earnings Presentation [click here]

Snowflake Investor Day 2022 [click here]


Outline

  1. Introduction

  2. Company Background

  3. Opportunity

  4. Technology

  5. Business Model

  6. Customers

  7. Competitive Advantages

  8. Management

  9. Culture

  10. Financials

  11. Key Metrics

  12. Risks

  13. Ownership

  14. Valuation

  15. Investment Model

  16. Analysts

  17. Technicals

  18. Conclusion

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