Bairong IPO: Valuation First Look
Bairong is aiming to launch its $300-500m HKEx IPO as soon as this Friday, according to press reports. In this note, we present our forecasts and...
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Palantir DPL Valuation Analysis
Our valuation analysis suggests an implied market cap of $29.7 billion and a target price of $13.7 per share for Palantir (49% higher than the base...
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Palantir - The Most Anticipated IPO in 2020
Palantir Technologies is one of the most anticipated IPOs globally in 2020. Established in 2003, headquartered in Palo Alto, and backed by the...
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Coupa Software: Entry Point on an Expensive SaaS Compounder.
Summary: Coupa Software, a SaaS-based spend management platform whose network-effects driven moat compels customers, suppliers, and partners to...
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Slack: A Case Study Followup
In light of the recent leg down in growth software, we thought it timely to do a followup to our Slack Technologies Inc (WORK US) case study from...
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