Gitlab 4Q22 Earnings: Impressive
Gitlab's 4Q22 earnings were impressive. Despite still in heavy loss mode, its best in class NRR and an accelerating adoption of higher priced tiers...
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Elastic: High-Profile Search Company With Attractive Fundamentals
Elastic is a high-profile search technology company and we believe current valuations look attractive for long-term investors
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Zoominfo Technologies IPO Valuation Analysis
In this insight, we provide a valuation analysis of Zoominfo Technologies (ZI US), which is a U.S. based company which operates a cloud market...
735 Views
Bill.com Holdings IPO Valuation Analysis
Our base case valuation of Bill.com is market cap of $1.76 billion or $24.80 per share, which would represent a 38% upside from the high end of the...
544 Views
Datadog IPO: Micro-Quantamental Analysis, Also... We Would Subscribe
Datadog Inc (DDOG US) is a cloud-based monitoring platform that allows users to monitor on-site and cloud-based infrastructure and services to...
527 Views