Spotify Bull/Bear Case DCF Scenarios
Ahead of Spotify’s direct IPO today we provide six different DCF scenarios as well as a valuation by Mr. Aswath Damodaran. Big picture, we believe...
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Spotify Direct Public Listing: D-1 Trading Strategy
Spotify Technology SA (SPOT US) starts trading on April 3rd. This report is about the trading strategy for SPOT on its first day of trading as well...
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Carelabs IPO: D-2 Trading Strategy
Carelabs IPOwill start trading on Wednesday (March 28th). Carelabs had a super demand in the institutional investors bookbuilding. The IPO price of...
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Dropbox IPO Valuation Preview – from a Down-Round to a Low-Ball?
Dropbox has released its pricing range and the company has priced shares at $16-18 which would imply a market cap of $6.3-7.1bn, which is 30% below...
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Dropbox IPO Preview – Drop It Like It’s Hot
Dropbox filed its highly anticipated S1 prospectus in the US on Friday with the intention of raising $500mn in the market. We note five points with...
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