Reddit IPO - Quick Thoughts on Valuation
Reddit (RDDT US) is looking to raise up to US$750m in its US IPO. In our previous note, we talked about the company’s historical performance. In...
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Generative AI. Innovation Turns To Litigation, Licensing & Regulation
EU has launched the World's first AI Act. OpenAI claims the NYT hacked ChatGPT in order to prove they used their archive material during its...
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LG Electronics: Investment In Bear Robotics and Aggressive Plans to Expand in Global Robotics
In this insight, we discuss LG Electronics (066570 KS) 's investment in Bear Robotics (US) and LG Electronics' aggressive ambitions to become a...
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ARM Holdings IPO Lock-Up Expiry - A US$127bn Lockup Release Might Be Too Tempting to Pass On
Softbank raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)’ US IPO. Its remaining 90% stake will be released from its...
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Reddit IPO Valuation Analysis: $1B+ Revenue and Profitable Company in 2024
I see upside for Reddit shares and my implied equity value of ~$9.6B represents ~50% upside vs. expected IPO price range of $31 to $34 per share at...
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