MongoDB Inc.: Initiation of Coverage – Business Model & The Database Industry Boom
This is our first report on database major, MongoDB. The company delivered yet another all round beat in the previous result with a staggering 57%...
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Tuya IPO - Valuation Sensitivity Analysis
Our comparable companies valuation sensitivity analysis suggests an implied EV range of $6.2 billion to $11.3 billion and implied market cap of...
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Tuya IPO: Valuation Insights
At the mid-point of the IPO price range of $17-20 per ADS, Tuya will raise net proceeds of $771 million. Our analysis suggests that the IPO price...
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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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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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