Transaction log

  • May 16, 2022 - Bought 25 @ $22.37 (0.35% wtg, opportunistic)

  • Dec 13, 2024 - Sold 25 @ $23.60 (closed, 0% wtg)

Performance

  • Total return = +5.50%

  • Coffee Can contribution = +0.03%

Asana

Location: San Francisco, California

 

Profile

Industry: Software - application

Sector: Technology

Theme: Location independence, gig economy

4 3/4-Year shareholder growth: +20.9%/year

Estimated fair value: $17

Valuation assumption: 12 x annual R&D

Operating income/gross profit: -28.0%

Insider ownership: 60.6%