Recent IPO Insights: Samsara
Hypergrowth IOT data platform meant to digitize physical operations for manufacturing, transportation, construction, etc. Key dynamic is high FCF...
273 Views
CE Info Systems (MapmyIndia) IPO Trading - Poised for a Solid Debut
CE Info Systems (MapmyIndia) (1052633Z IN) raised around US$138m in its India IPO. Past deals with similar strong subscription rates have performed...
310 Views
CE Info Systems (MapmyIndia) IPO - Profitable and Growing, Map Your Way to the Bankers
CE Info Systems (MapmyIndia) (CE IN) is looking to raise up to US$138m in its India IPO. Unlike most Indian tech companies that have listed this...
451 Views
U.S. Equity Strategy: Remain Bullish
In our November Strategy book we summarize the basis for our bullish outlook, discuss the deservedly hot topic of value vs. growth. and highlight...
189 Views
U.S. Elections and ESG: Impacts on People, Planet… and Profit (North America)
In U.S. Elections and ESG: Impacts on People, Planet… and Profit, I discussed major universally-relevant implications of the 2020 U.S. elections...
342 Views