Palantir 1Q21 Earnings: ARK’s Buying What They’re Selling
Since 4Q20 C-Suite executives from Palantir have sold $250MM (!!) in stock, with CEO Alex Karp selling $137MM in just the past 3 months. Luckily...
293 Views
Crowdstrike Analyst Day: Really, Just $3B in ARR?
Crowdstrike Analyst Day was underwhelming with easily reached ARR and Operating Model Targets introduced. We like the stock anyway, especially with...
339 Views
Crowdstrike 4Q21: Scaling the Heights
Crowdstrike retains its place as the highest quality high valuation software company, once again beating and raising by a wide margin.
236 Views
Tuya: A Pure-Play IoT PaaS/SaaS Player Announces IPO Pricing Range
In the first few days of trading post IPO, we expect the company's market cap to be trading in the mid-to-high end of our valuation analysis ($20.1...
403 Views
Tuya IPO - Valuation Sensitivity Analysis
Our comparable companies valuation sensitivity analysis suggests an implied EV range of $6.2 billion to $11.3 billion and implied market cap of...
379 Views