U.S. Equity Strategy: S&P 500 A Coiled Spring
Our view remains bullish as long as the S&P 500 is above the 2940-2980 support zone and we suggest buying any dips. Additionally, 3076 is a...
382 Views
Saltlux IPO Valuation Analysis
In this insight, we provide a valuation analysis of Saltlux (SLTX KS). In addition, we provide additional fundamental details of the company,...
369 Views
Nutanix: Subscription Transition Meets Corona Virus? Huh?
This note is a followup to our deep dive on Nutanix from December. The quarter’s results were consistent with our long thesis, and the near 30%...
300 Views
Slack: A Case Study Followup
In light of the recent leg down in growth software, we thought it timely to do a followup to our Slack Technologies Inc (WORK US) case study from...
535 Views
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...
688 Views