3Q20 Best Bets: Mega Cap Wins
Some top of mind thinking about large cap TMT earnings heading into the thick of the meat grinder which is earnings season. We like secular...
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TMT Weekly:  3 Things that Stood Out The Week of 10/16/​​​​2020
Datapoints supportive of upside to earnings for Microsoft and Snapchat this past week, plus an ever expanding TAM justifies Crowdstrike's valuation.
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Yalla Group IPO Valuation
Yalla Group Ltd (YALA US) is the largest voice-centric social networking and entertainment platform in the Middle East and North Africa (MENA)...
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Yalla Group IPO: Valuation Insights
Chindata (CD US)Â is a data centre operator which is backed by Bain Capital (57.17% shareholder), APG Strategic Real Estate Pool/Dutch pension...
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Yalla Group IPO Initiation: Eat, Pray, Chat
$ is the largest voice-centric social networking and entertainment platform in MENA as measured by revenue in 2019, according to the Frost &...
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