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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Amazon 2Q20: Goliath Is Still….Cheap?
We have been longtime Amazon.com Inc (AMZN US) bulls who remain long and think the outsized growth and profitability shown in 2Q20 is just the...
317 Views
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...
531 Views
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...
346 Views
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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