Snowflake: Making It Rain
We've looked into many IPOs over the last 20 years, and think Our investment philosophy attracts us to investing behind THE major secular trend in...
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Snowflake IPO - Approved by the Oracle of Omaha
In this insight, we provide a valuation analysis of Snowflake which has set its IPO price range of $75 to $85 per share. At these prices,...
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Slack Technologies ("The Email Killer") Valuation Analysis
Based on the 22.1x EV/Sales multiple, and applying our 2020 sales estimate of $953 million, this would imply an EV of $21 billion and a market cap...
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Pinterest IPO Preview
Pinterest Inc (PINS US), a leading digital media platform in the US, is getting ready for an IPO in the next several weeks. In our view, this is...
760 Views
PagerDuty IPO Preview
PagerDuty Inc (PD US)Â is a US based software company which is ready to complete its IPO in the next several weeks. Founded in 2009, PagerDuty helps...
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