Airbnb IPO - Time for a Good Break - Even from the Share Lock-Up
Airbnb aims to raise around US$2.5bn in its US listing. There is lots to like about the company, apart from it lack of lock-up on some shareholders.
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Airbnb IPO Valuation Analysis
Our base case valuation of Airbnb suggests an implied market cap of $45.0 billion ($64.3 per share), which would represent a 29% upside from the...
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What Sets Airbnb Apart from Others?
Airbnb filed an amended S1 with the Securities and Exchange Commission on 1st of December 2020 to offer 50.0m new Class A common shares at an offer...
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Two Things That We Like About Kakaku.com Inc
We see Kakaku.com Inc as a superior-quality grower with predictable near-term momentum regarding one of its core product lines.
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3Q20 Best Bets: Mega Cap Wins
Some top of mind thinking about large cap TMT earnings heading into the thick of the meat grinder which is earnings season. We like secular...
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