Qualtrics: Leading Pure-Play XM Provider. A Solid Risk-Reward Opportunity
We are initiating coverage on Qualtrics and believe that fundamentals have always been attractive. The company is well positioned as a leader at scale
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Founder-Led Unicorn And Leader In Product Analytics
Amplitude, the growth engine for digital products, will go public via direct listing and we think its fully SaaS, cloud-native product with...
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Qualtrics Valuation Analysis
Our base case valuation of Qualtrics is $19.0 billion in terms of market cap or $31.6 per share, which represents a 32% upside from the high end of...
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Coupa 3Q21 Earnings: The Boy Who Cried Wolf
A great quarter vs. a overly conservative guide...and another overly conservative guide. We are long biased but at 40x forward sales for 11%...
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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...
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