Cloudflare IPO Preview
CloudFlare (NET US) is expected to complete its IPO in the New York Stock Exchange in the next few weeks. Cloudflare provides websites protection...
511 Views
Crowdstrike (CRWD): Thunderstruck Part II
Obex Capital Management’s investment process seeks to differentiate between fundamental business analysis and security analysis. Before deciding if...
565 Views
Crowdstrike (CRWD): Thunderstruck Part I
Obex Capital Management’s investment process seeks to differentiate between fundamental business analysis and security analysis. Before deciding if...
560 Views
Dynatrace IPO: Attractive at 3.8x EV/Rev but High CAC Is a Concern
Dynatrace Holdings LLC (DT US) is a US-based Application Performance Monitoring (APM) SaaS company that is set go public on Monday (29th Monday...
676 Views
Medallia IPO Trading Update: Up 76% on Debut; Room for Further Upside
Medallia Inc (MDLA US) made a successful IPO debut on Friday (19th July 2019), closing at $37.05 on the opening day of trading, up 76% from its IPO...
456 Views