TMT Quick Hits: Palo Alto Networks, Farfetch, Netflix
Palo Alto Networks produced an impressive FY4Q22 earnings, blowing out billings growth and showing an impressive display of...
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Smartkarma Originals
Forter: New Products and Strong Partnerships Driving Growth for Fraud Solutions
Forter uses machine learning to detect fraud and approve online transactions in real-time. With surge in online shopping with COVID-19, the amount...
511 Views
Earnings Quality Short Candidates: CELH, FTCH, WOLF, WMG
Earnings Quality shorts lead to idiosyncratic alpha. Today, we show our model rankings and highlight CELH, FTCH, WOLF, WMG.
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FSN E-Commerce (Nykaa) IPO - Beauty Showing Signs of Improvement but Its Too Expensive for Our Taste
FSN E-commerce (Nykaa) aims to raise around US$720m in its Indian IPO. In this note, we will look at the recent updates and valuation.
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AiHuiShou IPO - Priced to Go but Won't Do a Kanzhun
Aihuishou (RERE US), China’s largest pre-owned consumer electronics transactions and services platform, aims to raise up to US$243m via a US...
594 Views