Zoominfo Technologies IPO Valuation Analysis
In this insight, we provide a valuation analysis of Zoominfo Technologies (ZI US), which is a U.S. based company which operates a cloud market...
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Medallia: If Your Not First, Your Last
Summary: Medallia, a SaaS-based experience management software provider is a feature, not a platform. Its new CEO, Leslie Stretch, has embarked on...
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Softbank Group: An Update on Vision Fund Companies and Trading Volumes
With restructuring plans and FY19 operating losses already announced, the volatility around Softbank Group has eased but concerns on Vision Fund...
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Peloton: On a Road to Nowhere
Summary: Peloton Interactive, the leading interactive fitness platform has an unsustainable growth algorithm. Profitability is dependent upon an...
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Coupa Software: Entry Point on an Expensive SaaS Compounder.
Summary: Coupa Software, a SaaS-based spend management platform whose network-effects driven moat compels customers, suppliers, and partners to...
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