Slack Technologies ("The Email Killer") Valuation Analysis
Based on the 22.1x EV/Sales multiple, and applying our 2020 sales estimate of $953 million, this would imply an EV of $21 billion and a market cap...
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PagerDuty IPO Preview
PagerDuty Inc (PD US)Â is a US based software company which is ready to complete its IPO in the next several weeks. Founded in 2009, PagerDuty helps...
1.3k Views
Obscuring the True Cost of Management (North America)
The accounting rules for equity compensation are deeply flawed. They obscure the true cost and imply there is no impact on cashflow. In reality,...
569 Views
U.S. Equity Strategy
We believe the intraday low of 2,532.69 made by the S&P 500 on 2/9/18 marked an important short-term bottom within the long-term advance. We...
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WiseTech Global -Â Trading at Disruptor Valuations Without Disrupting Much
WiseTech Global listed on 11th April 2016 clocking first-day gains of 16%. The stock is now trading 32% above its IPO price. We wrote on the IPO,...
445 Views