Tuya IPO: Valuation First Look
Tuya is pre-marketing a $1 billion NYSE IPO, according to press reports. In this note, we present our forecasts and take the first look at Tuya's...
329 Views
U.S. Equity Strategy: Bullish Outlook Intact; Growth Vs. Value Stalemate Continues
Market dynamics remain positive and there continues to be an absence of breakdowns across the broad indexes and Sectors. As a result we remain...
203 Views
Sumo Logic. One of the Most Undervalued Unicorns in Our SaaS/Cloud Coverage Universe
Investors should pay attention to attractive valuations of Sumo Logic and positive catalyst - forthcoming 3Q FY20 earnings, what may drive stock...
353 Views
Snowflake: Making It Rain
We've looked into many IPOs over the last 20 years, and think Our investment philosophy attracts us to investing behind THE major secular trend in...
341 Views
Snowflake IPO - Approved by the Oracle of Omaha
In this insight, we provide a valuation analysis of Snowflake which has set its IPO price range of $75 to $85 per share. At these prices,...
485 Views