One of my favorite components of Lincoln’s 2 nd inaugural address is the ringing phrase, “fondly do we hope, fervently do we pray.” Now the President was talking about the passing of the scourge of war, and I am writing about the end of a sector rotation.
Panoply vs snowflake free#
Have the last several days of trading been a harbinger that sector rotation is ending, or was it simply a long awaited response to several days of extreme valuation compression in the tech space? At some point, the combination of falling share prices and rising growth rates for revenues and free cash flow will obviously lead to a reversal - but lacking 2 nd sight, I have to leave that vexed question to others. This is not an article about sector rotation per se, or about the valuation of tech names per se. Much like a lake which is plagued by drought, this valuation compression has made visible several islands of opportunity. In most cases, EV/S ratios have fallen by 25% or more, and in a few cases the fall has been 50% and even greater. Not only are share prices down, but revenue estimates and operational performance are showing very strong positive trends. The valuation compression is even sharper than it may appear on the surface. The culprit for the rotation is investor concern with both prior valuations and investor concern about spikes in inflation leading to interest rate increases. Even some of the strongest companies have seen their valuations eviscerated over that period. It will probably come as no surprise to most readers that the last 3 months have been marked by a very strong sector rotation away from high-growth, high value names to cyclical/reopening names. Users can query data directly in Panoply or connect their preferred analytical notebook or BI tool.Photo by DKosig/E+ via Getty Images A sharp sector rotation affords long-term investors with opportunities not often encountered! The platform combines a powerful data warehouse with code-free ETL, which results in quick and easy setup and minimal upkeep. Panoply is the easiest way to sync, store, and access all your business data. Panoply is a Data Warehouse + ETL Platform for Analysts The Snowflake platform is efficient at handling many data types but may prove challenging to adopt for users without a heavy data background. Data is stored in the cloud for easy consumption and a SQL workbench and user permissions allow multiple users to query data.
Snowflake is a data warehousing platform built with experienced data architects and data engineers in mind. Snowflake is a Data Warehousing Platform Designed for Data Architects Domo is a powerful platform, but its extremely high price tag and inconsistent connectors, slow processing times, and poor customer service may turn off many potential users.
Sporting a user-friendly UI and an impressive number of integrations, Domo allows users to blend and transform data and specializes in data visualization. To help, we’ve compared Domo, Snowflake, and Panoply on key factors like price, ease of use, and compatibility so you can make an informed decision that fits your needs.ĭomo is a BI Tool for Small, Medium, and Large Businessesĭomo is a business intelligence tool designed for users at small, medium, and large businesses.
Panoply vs snowflake how to#
An analytics stack is the answer, but deciding how to build one isn’t easy. If you’re like most businesses, data is everywhere, but syncing, storing, and accessing it is a challenge.
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