Unity Software IPO Valuation Analysis
Unity Software Inc (U US) plans to complete its IPO in the coming days. The company is seeking to raise $1.05 billion in this IPO selling 25...
507 Views
Global Active Equity: Managers Ramp up Software Holdings
As Software companies look to become the key beneficiaries of a post-COVID world, we analyse allocations among active Global managers. We find...
208 Views
Amazon 2Q20: Goliath Is Still….Cheap?
We have been longtime Amazon.com Inc (AMZN US) bulls who remain long and think the outsized growth and profitability shown in 2Q20 is just the...
316 Views
Coupa 1Q21: Barely a Blip
We wrote about Coupa in early April as being an excellent buying opportunity on a LT compounder which will likely not offer many good entry points....
268 Views
Medallia: If Your Not First, Your Last
Summary: Medallia, a SaaS-based experience management software provider is a feature, not a platform. Its new CEO, Leslie Stretch, has embarked on...
292 Views