Snowflake IPO - Approved by the Oracle of Omaha
In this insight, we provide a valuation analysis of Snowflake which has set its IPO price range of $75 to $85 per share. At these prices,...
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Global Active Equity: Managers Ramp up Software Holdings
As Software companies look to become the key beneficiaries of a post-COVID world, we analyse allocations among active Global managers. We find...
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NCino IPO Valuation Analysis - A SaaS Company for Banks & Financial Institutions
nCino announced terms of its IPO including the price range of $22 to $24 per share. The company plans to offer 7.62 million shares and at the top...
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Agora Inc. IPO - Same Issues at Unattractive Valuation
Agora Inc. (API US) is looking to raise up to US$431m in its upcoming IPO with concurrent placement.The company runs a platform that provides...
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Crowdstrike 1Q21: The Wind at Its Back
The reason we like Crowdstrike’s business more then some other work from home beneficiaries is that its tailwinds are sustainable, rather then...
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