Breaking Growth Short Candidates: Plug Power, Nvidia, Palantir, Roblox
Breaking Growth stocks combine declining fundamentals with a multiple compression. This week we flag: Plug Power, Nvidia, Palantir, Roblox
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Why Roblox’s September Metrics Are Even Better Than They Appear
Roblox printed excellet September usage metrics that confirm management's claims that growth would reaccelerate in the back half of the year. On...
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Lionheart IPO - Thoughts on Valuation
Lionheart Studio (426630 KS), a game development studio based in South Korea, aims to raise around US$420m via its South Korean IPO. In this note,...
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LionHeart Studio IPO - Peer Comparison - Youngest and Most Untested
Lionheart Studio, a game development studio based in South Korea, aims to raise around US$420m via its South Korean IPO. In this note, we...
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Roblox Analyst Day Observations
Roblox Investor Day last week had an emphasis on advertising and monetization of virtual goods. We are bullish on the impact that performance based...
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