Jared Watson's avatar
$10.7m follower assets
Snowflake and Altimeter Capital
TIL that 56%+ of Altimeter’s portfolio is in $SNOW, totaling almost $4B in capital.

Dissecting the Markets's avatar
$SNOW is a fast growing data-warehouse cloud computing business. It's a unique cloud computing business. It's no wonder why they're buying the dip aggressively on that stock.
Jared Watson's avatar
@dissectmarkets agreed. It’s already 13% of my portfolio but I’m going to continue to scale in at these prices.