Paytm IPO: Few Bugs on the Show
Paytm exhibits several shortfalls on the forensic end such as poor investment and asset quality, working capital gimmick and unrecognised DTA,...
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Paytm (One 97) Pre-IPO - The Negatives - Asking Valuations a Long Shot
Paytm (PAYTM IN) plans to raise around US$2.2bn via its India IPO. The company is backed by Ant (6688 HK) (Baba (BABA US)), Softbank (9984 JP) and...
369 Views
Paytm (One 97) Pre-IPO - The Positives - Will Be One of India’s Largest IPOs
Paytm plans to raise around US$2.2bn in its India IPO. The company is backed by Ant Fin, Softbank (9984 JP) and counts Berkshire Hathaway among its...
322 Views
Revisiting Our Valuation of Coinbase Post Bitcoin Plunge
In this insight, we revisit our valuation of Coinbase (COIN US) post the Bitcoin plunge. Among many calls on IPOs/direct listings this year,...
432 Views
MergerTalk: Kansas City Southern-Will Canadian National Derail Canadian Pacific's USCMA Strategy?
A bid battle brewing on North America's rail tracks, but the easy pickings for the arbs in this may have already been collected
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