The We Company (WeWork) IPO Valuation Analysis
Our base case valuation of We Company is $24.3 billion, which is 48% lower than the last private market valuation of $47 billion. Hence, we...
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Meituan Dianping: Quantamentals Shine a Ray of Hope on the Treacherous Path to Profitability
Based on a client request we have repeated the path to profitability analyses that we conducted for Lyft Inc (LYFT US), Uber (UBER US) and The We...
361 Views
The We Company (WeWork) IPO Preview
The We Company or (WeWork) (WE US) is getting ready for an IPO in the coming weeks in a risky market environment. There is such a high amount of...
607 Views
WeWork IPO: A Quantamental Analysis Aka Hey Uber, Hold My Beer!
We commented recently that Uber (UBER US) and Lyft Inc (LYFT US)'s results show no signs of any operating leverage or path to profitability. While...
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Uber: Uber-Consistent Losses
Uber (UBER US) reported 2Q numbers with gross bookings up 7.6% QoQ, adjusted net revenue up 4.1% QoQ. Adjusted EBITDA improved marginally from...
444 Views