SELL WiseTech (WTC AU): Slowing Growth, Negative Real Cashflow and Blackbox Accounting
Adobe (ADBE US), the original Software as a Service (SaaS) success story, showed that online conversion could drive revenue, operating leverage and...
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Bill.com Holdings IPO Valuation Analysis
Our base case valuation of Bill.com is market cap of $1.76 billion or $24.80 per share, which would represent a 38% upside from the high end of the...
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Nutanix Buy This SaaS Transition at a Discount I (Fundamentals)
This case study evaluates Nutanix Inc (NTNX US)'s business fundamentals, unit economics, valuation, investors, management and culture. A 2016...
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SAP-Microsoft Partnership: A USD4.5bn Cloud Market Opportunity for SAP
SAP SE (SAP GR) announced a 3-year partnership with Microsoft Corp (MSFT US) this week. The partnership, which had already been in place (under the...
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Ping Identity Holding Corp IPO Preview
Ping Identity Holding Corp (PING US) is a Denver Co-based company which specializes in securing digital access for enterprises through an...
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