ON24 IPO. Perfect Market Timing To Go Public
We believe shares of VC-backed provider of webinar and virtual events ON24 have substantial upside potential and look undervalued at IPO price of...
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TKP (3479): Slow Recovery yet Share Price Has More than Doubled?
TKP's share price has risen doubled compared to some of its peers amidst the tough business outlook. Turned Bearish on TKP on slow business...
424 Views
Pinduoduo Placement: As Expensive As It May Seem, There Could Be More Upside
Pinduoduo (PDD US) plans to raise around $5bn through an issue of ADS and convertible bonds. In this note, we revisit our thesis on PDD ahead of...
455 Views
Snowflake: Making It Rain
We've looked into many IPOs over the last 20 years, and think Our investment philosophy attracts us to investing behind THE major secular trend in...
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