S&P500, S&PMid400, and S&PSmall600 Index Changes for June 2022 - More Interesting Than Usual
The June 2022 S&P500, S&P Midcap 400 and S&P SmallCap 600 Rebalance was announced on 3 June 2022. VICI will replace CERN at the close of 7 June,...
Recent IPO Insights: Digital Ocean
Why Digital Ocean? When we heard there was this mini-AWS that the developer community swears by, had 30%+ EBITDA margins, was accelerating net...
OneStream IPO Preview and Valuation Analysis: Modest Upside and Top-Tier Backers
OneStream, a KKR-backed financial software maker, plans to raise ~$441M in upcoming IPO. The IPO valuation looks attractive, and I see a modest...
ARM Holdings IPO Lock-Up Expiry - A US$127bn Lockup Release Might Be Too Tempting to Pass On
Softbank raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)’ US IPO. Its remaining 90% stake will be released from its...
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