Recent IPO Insights: Doximity
Very interesting midcap advertising asset. LinkedIn for Doctors. Good secular tailwinds for pharma marketing shifting from sales reps to digital....
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Roblox Analyst Day: TAM Unlimited
We wrote about Roblox after its most recent earnings in early November and our general take was… great quarter, but was it really worth a 30%...
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Digital Core REIT IPO - Peer Comp, Valuation and Other Deal Dynamics
Digital Core REIT (DCREIT), a data center REIT, aims to raise up to US$600m in its Singapore IPO. In this note, we talk about peer comp, valuation...
491 Views
Digital Core REIT IPO - Hot Sector, Strong Backing but Has More than a Few Peculiar Points
Digital Core REIT (DCREIT), a data center REIT, aims to raise up to US$600m in its Singapore IPO. In this note, we will talk about the positive and...
924 Views
Weibo (WB US): Strong Quarter Amid Regulatory Crackdown
Weibo Corp (WB US) reported stronger than expected quarter earnings driven by resilient ad revenue growth. Its 3Q21 revenue grew +30% year-over...
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