ForgeRock IPO Preview and Valuation Analysis
ForgeRock is expected to IPO in September what makes it first digital identity leader scheduled to go public this year after successful IPOs of...
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Coupa 2Q21: P/S Multiples Are Coup-Ed Up
We have been pitching Coupa as a long since the March bottom, and have been Obex’s fundamental research process is focused on secular change in...
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U.S. Equity Strategy: Several Indicators Suggest a Pullback Likely
Despite the bulls still being in control, we have several ongoing concerns and we cannot rule out the potential for a pullback. Below we highlight...
492 Views
Coupa Software: Entry Point on an Expensive SaaS Compounder.
Summary: Coupa Software, a SaaS-based spend management platform whose network-effects driven moat compels customers, suppliers, and partners to...
491 Views
Social Distancing? Don’t Stay Away from This Crowd (Strike)
Crowdstrike Holdings Inc (CRWD US) considered the impacts that Coronavirus is having on end market demand and its sales channel before issuing its...
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