Paytm IPO: Few Bugs on the Show
Paytm exhibits several shortfalls on the forensic end such as poor investment and asset quality, working capital gimmick and unrecognised DTA,...
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Paytm (One 97) Pre-IPO - The Negatives - Asking Valuations a Long Shot
Paytm (PAYTM IN) plans to raise around US$2.2bn via its India IPO. The company is backed by Ant (6688 HK) (Baba (BABA US)), Softbank (9984 JP) and...
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Paytm (One 97) Pre-IPO - The Positives - Will Be One of India’s Largest IPOs
Paytm plans to raise around US$2.2bn in its India IPO. The company is backed by Ant Fin, Softbank (9984 JP) and counts Berkshire Hathaway among its...
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Revisiting Our Valuation of Coinbase Post Bitcoin Plunge
In this insight, we revisit our valuation of Coinbase (COIN US) post the Bitcoin plunge. Among many calls on IPOs/direct listings this year,...
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MergerTalk: Kansas City Southern-Will Canadian National Derail Canadian Pacific's USCMA Strategy?
A bid battle brewing on North America's rail tracks, but the easy pickings for the arbs in this may have already been collected
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