Cloudflare IPO Preview
CloudFlare (NET US) is expected to complete its IPO in the New York Stock Exchange in the next few weeks. Cloudflare provides websites protection...
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Crowdstrike (CRWD): Thunderstruck Part II
Obex Capital Management’s investment process seeks to differentiate between fundamental business analysis and security analysis. Before deciding if...
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Crowdstrike (CRWD): Thunderstruck Part I
Obex Capital Management’s investment process seeks to differentiate between fundamental business analysis and security analysis. Before deciding if...
478 Views
Dynatrace IPO: Attractive at 3.8x EV/Rev but High CAC Is a Concern
Dynatrace Holdings LLC (DT US) is a US-based Application Performance Monitoring (APM) SaaS company that is set go public on Monday (29th Monday...
608 Views
Medallia IPO Trading Update: Up 76% on Debut; Room for Further Upside
Medallia Inc (MDLA US) made a successful IPO debut on Friday (19th July 2019), closing at $37.05 on the opening day of trading, up 76% from its IPO...
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