FTC Under Lina Khan Is Armed with Shrewd Regulatory Arsenal Against Anti-Competitive M&A Deals
Clever business models are essential to outperform which includes astute M&A deals. With regulators getting trigger happy and equipped with shrewd...
569 Views
Braze: Potential For A More Profitable SaaS Company By FY25, But Macro Is Still Challenging
Braze shares could outperform its peers in 2023, and the company’s management sees signs of stabilization. I see shares as undervalued and would be...
380 Views
Taiwan Tech Weekly: Intel 'AI PC' Chips On Track to Drive 2024E PC Supply Chain
Many types of existing software that used to require expert users can become more valuable with AI capabilities; we believe tomorrow's AI PC killer...
404 Views
Klaviyo IPO Preview and Valuation Analysis: A Fast-Growing Marketing Automation Unicorn
Klaviyo, a fast-growing marketing automation unicorn, filed to go public and may raise ~$286M. IPO valuation looks attractive, and I see 30%+...
626 Views
ARM Holdings IPO Trading - Sold Hope, Now for Some Reality
Softbank Group (9984 JP) raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)' US IPO. In this note, we talk about the...
415 Views