Qualtrics Valuation Analysis
Our base case valuation of Qualtrics is $19.0 billion in terms of market cap or $31.6 per share, which represents a 32% upside from the high end of...
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Vertex IPO Valuation Analysis
Vertex (VERX US), a provider of tax software solutions, set the terms for its upcoming IPO. The company plans to offer 21.2 million shares priced...
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Vertex IPO Preview - A Tax Service SaaS Solution Provider
Vertex (VERX US) is getting ready to complete its IPO in the U.S. market in the coming weeks, trying to raise $100 million. Vertex provides...
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U.S. Equity Strategy: S&P 500 A Coiled Spring
Our view remains bullish as long as the S&P 500 is above the 2940-2980 support zone and we suggest buying any dips. Additionally, 3076 is a...
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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...
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