Freshworks IPO Valuation Analysis
Our base case valuation of Freshworks is market cap of US$13.5 billion or US$45 per share, which is 41% higher than the high end of the IPO price...
491 Views
HubSpot Inc. - Investment Thesis
HubSpot surged past the target price from our last report as the company had a robust second quarter with revenues accelerating by a staggering...
30 Views
U.S. Equity Strategy: Correction Over?
In today’s report we highlight attractive Groups and stocks within Consumer Discretionary & Technology: CD-24 Casinos & Gaming, Small-Cap,...
213 Views
Zoominfo Technologies IPO Valuation Analysis
In this insight, we provide a valuation analysis of Zoominfo Technologies (ZI US), which is a U.S. based company which operates a cloud market...
674 Views
Medallia: If Your Not First, Your Last
Summary: Medallia, a SaaS-based experience management software provider is a feature, not a platform. Its new CEO, Leslie Stretch, has embarked on...
297 Views