Today, The Bear Cave is diving into a $6 billion+ recent tech IPO with meaningful data privacy issues, a board with numerous ties to busted stocks, and rapidly growing competition. This company is positioned against the winds of the future and one commentator alleged this company is “so full of garbage revenue that will burst.” The Bear Cave agrees.
In addition, this tech and email platform company faces a near-term headwind as Gmail and Yahoo change their policies around spam and unwanted messaging. As a newsletter ourselves, we are best equipped to judge. Let’s dig in.