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...
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Peloton Interactive IPO Valuation Analysis
Peloton Interactive (PTON US) announced its IPO price range of $26 to $29 per share. At the high end of the IPO price range, the company is...
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Cloudflare IPO Valuation Analysis
CloudFlare (NET US), which announced its IPO price range ($10 to $12 per share) on September 3rd, is ready to complete its IPO in the next few...
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Cloudflare IPO Preview
CloudFlare (NET US)Â is expected to complete its IPO in the New York Stock Exchange in the next few weeks. Cloudflare provides websites protection...
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Crowdstrike (CRWD): Thunderstruck Part II
Obex Capital Management’s investment process seeks to differentiate between fundamental business analysis and security analysis. Before deciding if...
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