Tuya IPO: Valuation First Look
Tuya is pre-marketing a $1 billion NYSE IPO, according to press reports. In this note, we present our forecasts and take the first look at Tuya's...
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U.S. Equity Strategy: Bullish Outlook Intact; Growth Vs. Value Stalemate Continues
Market dynamics remain positive and there continues to be an absence of breakdowns across the broad indexes and Sectors. As a result we remain...
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Sumo Logic. One of the Most Undervalued Unicorns in Our SaaS/Cloud Coverage Universe
Investors should pay attention to attractive valuations of Sumo Logic and positive catalyst - forthcoming 3Q FY20 earnings, what may drive stock...
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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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