Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 3/​27/​2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
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Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 3/20/2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
412 Views
Figma IPO Preview: Fast-Growing Disruptor In The Design Software Market
​Figma Inc., a VC-backed collaborative design software maker, files for an IPO with strong financials and market leadership. Morgan Stanley and...
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Founder-Led Unicorn And Leader In Product Analytics
Amplitude, the growth engine for digital products, will go public via direct listing and we think its fully SaaS, cloud-native product with...
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UiPath IPO Valuation Analysis
Our base case valuation of UiPath is $60.7 per share, which represents a 21% upside from the high end of the IPO price range of $50 per share.
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