Bairong IPO: Valuation First Look
Bairong is aiming to launch its $300-500m HKEx IPO as soon as this Friday, according to press reports. In this note, we present our forecasts and...
469 Views
Palantir DPL Valuation Analysis
Our valuation analysis suggests an implied market cap of $29.7 billion and a target price of $13.7 per share for Palantir (49% higher than the base...
588 Views
Palantir - The Most Anticipated IPO in 2020
Palantir Technologies is one of the most anticipated IPOs globally in 2020. Established in 2003, headquartered in Palo Alto, and backed by the...
892 Views
Coupa Software: Entry Point on an Expensive SaaS Compounder.
Summary: Coupa Software, a SaaS-based spend management platform whose network-effects driven moat compels customers, suppliers, and partners to...
575 Views
Slack: A Case Study Followup
In light of the recent leg down in growth software, we thought it timely to do a followup to our Slack Technologies Inc (WORK US) case study from...
654 Views