Uber and Lyft – So About That Wonderful New Path to Profitability
We have long been sceptics about Uber and Lyft’s assertions that operating leverage would allow the companies to become profitable. After the very...
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Review of Our IPO Research in 2019 & Change in Our IPO Research Process for 2020
In this report, we review our IPO investment research in 2019, including the performance of our calls and how we plan to change our process of...
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Uber - 2021 Profitability a Beautiful Dream For Locked-Up Investors
Uber (-9.9%) and Lyft (-6.1%) both faced selling pressure on the day after releasing earnings that showed some marginal improvement in losses....
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Datadog IPO Valuation Analysis
Datadog Inc (DDOG US), which provides a monitoring and analytics platform, provided an IPO price range of $19 and $22 per share. The company is...
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WeWork IPO Valuations Range Slashed - What's Next? An IPO or a Capital Infusion from SoftBank?
Given the terrible investors' demand for the WeWork IPO, there appears to be a greater probability of an additional capital infusion from Softbank...
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