Asset Manager Investing in Global Technology Sector

We're an asset manager allocating 100% of our capital into public companies and cryptocurrency assets driving disruptive innovation globally. We serve as a family office of an Asia-based HNW family whose key members have made their fortune in the technology industry and are believers in technology as the key enabler of disruptive innovation. We seek to continue the family's legacy in creating and preserving wealth through technology investing.

Our small investment team is made up of diverse professionals who researches, identifies, and executes relevant opportunities. While we are not accepting outside clients and investors at the moment, we occasionally share some of our internal investment memos, market commentaries, and analysis here.

Friday, July 3, 2020

Q2.2020 - MongoDB: Consistent Enterprise Market Share Gains

  • MongoDB has an unrivaled leadership as the only evolving standalone player in the attractive NoSql and DBaaS spaces.
  • The EA offering proves to be reliable as an enterprise-grade solution. We expect stronger market share gains. Total customers with at least $100k ARR up by 30% in Q1.
  • Atlas will continue to benefit from the expected increased investment in the self-service channel in Q2 and beyond. We expect Atlas to make +50% of MongoDB's business at year-end.

We have a bullish long-term view on MongoDB (MDB), the provider of cross-platform document-based database solutions. The company has been relatively consistent in maintaining an exceptional +50% growth over the last few years, driven by its disruptive offering and the secular trends for NoSql and DBaaS (Database as a Service) adoptions across potential customers of all sizes.

Read the original article here

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