5 US Tech Stocks that Matter to Global Investors
As US Technology weights reach record highs in Global Equity portfolios, we analyse 5 stocks that are in focus for active Global managers.
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US Tech: Record Allocations, Record Underweights. Value Becoming Harder to Find
US Tech allocations have hit fresh all-time highs among active Global investors. Never before have Global investors placed such a reliance on US...
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Braze IPO Valuation Analysis
Our 12-month price target of $97.00 implies ~69% upside potential to IPO valuation of ~$5.2 billion at midpoint of the price range and we have...
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Braze IPO Preview: A World-Class Mobile Marketing Platform
Mobile marketing technology unicorn Braze filed its S-1 with the SEC to go public as revenue growth accelerated and ARR surpassed $200M
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The Cloud Space In Numbers: What Matters The Most
The unprecedented amount of liquidity is having profound implications for high growth tech companies. Expected topline growth rate has become the...
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