ServiceNow, Inc: Global Funds Ramp Up Exposure
ServiceNow, Inc. has reached new heights in Global fund ownership, however, its position relative to technology sector peers suggests there is room...
253 Views
Klaviyo IPO Preview and Valuation Analysis: A Fast-Growing Marketing Automation Unicorn
Klaviyo, a fast-growing marketing automation unicorn, filed to go public and may raise ~$286M. IPO valuation looks attractive, and I see 30%+...
626 Views
ARM Holdings IPO Trading - Sold Hope, Now for Some Reality
Softbank Group (9984 JP) raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)' US IPO. In this note, we talk about the...
414 Views
ARM Holdings IPO - Thoughts on Valuation - Still Very Demanding
Softbank Group (9984 JP) aims to raisebetween US$4.5-4.9bn via selling some of its stake in ARM Holdings' US IPO. In this note, we provide our...
426 Views
ARM Holdings Pre-IPO - Thoughts on Valuations
Softbank Group (9984 JP) aims to raise around US$8-10bn via selling some of its stake in ARM Holdings' US IPO. In this note, we talk about valuations.
409 Views