Primer: SolarWinds (SWI US) - Oct 2025
Strategic Repositioning Towards Observability: SolarWinds is actively transitioning its business model to focus on subscription-based,...
476 Views
[Alert] Buy Ziff Davis
Some of my favorite setups are stocks that are cheap on both an absolute and sum-of-the-parts (SOTP) basis. Ziff Davis fits that profile well. At...
342 Views
Quiddity Leaderboard S&P500 Sep 24 Rebal: Palantir, Apollo, Workday Racing for Mega$ Flows
S&P500 rebals are notoriously difficult to predict because of significant index committee discretion. Sep24 could see two adds, two deletes. Q4...
628 Views
New Relic Takeover Valuation Analysis: The Buyout Price Looks Reasonable
Private equity firms Francisco Partners and TPG have agreed to acquire New Relic for ~$6.5B, with the deal expected to close in late 2023 or early...
675 Views
Freshworks IPO Valuation Analysis
Our base case valuation of Freshworks is market cap of US$13.5 billion or US$45 per share, which is 41% higher than the high end of the IPO price...
712 Views