MUFG GRABbing at the Chance to Serve ASEAN’s Unbanked
In our Smartkarma Originals Insight on Ride Hailing last year, we articulated our view as being sceptical of the ability of pure ride hailers to...
407 Views
Uber and Lyft – So About That Wonderful New Path to Profitability
We have long been sceptics about Uber and Lyft’s assertions that operating leverage would allow the companies to become profitable. After the very...
380 Views
Review of Our IPO Research in 2019 & Change in Our IPO Research Process for 2020
In this report, we review our IPO investment research in 2019, including the performance of our calls and how we plan to change our process of...
497 Views
Uber - 2021 Profitability a Beautiful Dream For Locked-Up Investors
Uber (-9.9%) and Lyft (-6.1%) both faced selling pressure on the day after releasing earnings that showed some marginal improvement in losses....
457 Views
Datadog IPO Valuation Analysis
Datadog Inc (DDOG US), which provides a monitoring and analytics platform, provided an IPO price range of $19 and $22 per share. The company is...
689 Views