Findell Turns Bullish on Figma. Attractive Valuation, But Range Bound Till Competition Fears Ease
Figma stock trades below IPO offer price of $33.00 per share. I view current valuation as attractive. However, the competition fears may continue...
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Unisound AI: Pre-IPO/Cornerstone Lockup Expiry Will Likely Weigh On The Stock In The Near Term
Upcoming IPO lockup expiry for pre-IPO investors will unlock up to ~US$1.5B worth of Unisound AI shares. Expect stock underperformance to continue...
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2026 High Conviction Update: GitLab Inc., Valuation Is Cheap But No Major Catalysts In Sight
GitLab is my 2026 high conviction idea in the U.S. software sector. In my follow-up piece, I provide a brief update, focus on investor concerns...
101 Views
Biren Technology IPO Lockup (6082.HK): ˃US$700M Lockup Release for Cornerstone Investors
Shanghai Biren Technology went public in 2026. IPO investors are still up ~149%. The company’s early IPO lockup for cornerstone investors expires...
98 Views
Cerebras Systems IPO Trading Update: Over-Heated Post-IPO Valuation, Limited Near-Term Upside
Cerebras Systems closed its IPO above marketed price range. The stock soared 100%+ on first trading day. However, I see limited near-term upside...
112 Views