Companies & Capital
Business models, sectors, earnings, management, valuation, capital allocation, and companies as evidence of larger systems.
216 articles
WeFox Is Raising Funds And Sprinklr Goes Public
WeFox, an insurance technology player based in Germany, raised $650m at a $ 3B valuation. As Lemonade is doing, it seeks to “[tackle] that $5.2 trillion industry that has been stuck in the pre-internet era”.
30 Jun 2021
Pinterest Earnings Review
Pinterest is a fast-growing company that managed to take advantage of the pandemic and saw its sales increase dramatically. However, a large share of Pinterest’s stock price growth was driven by expanding multiples
30 Jun 2021
Peloton Goes Corporate
Peloton announced the launch of a corporate wellness program on Tuesday. Businesses that sign up will be able to offer subsidized access to the Peloton digital fitness membership and its high-end cycles and treadmills for employees.
30 Jun 2021
Palo Alto Networks, Leader In Security
Palo Alto Networks was founded in 2005 by Nir Zuk, Yuming Mao, Rajiv Batra and Dave Stevens. It has grown to become a global cybersecurity leader, helping companies achieve their digital transformation in a secure environment.
30 Jun 2021
UiPath, Automation Champion?
UiPath is a software company that develops a platform for Robotic Process Automation (RPA). In simple terms, it monitors user activity to automate repetitive front and back office tasks.
30 Jun 2021
Grab, The Southeast Asian Tech King
Grab, the Southeast Asian “Super App” is set to go public through a SPAC deal with Altimeter Growth Corp. This would value the company at $ 40B and is accompanied by a $ 4B-plus capital injection.
30 Jun 2021
The Fastly Case: Overvalued?
Fastly is U.S.-based cloud computing services provider. In short, it processes, serves and secures its customer’s applications as close to the end users as possible.
30 Jun 2021
FinTech And InsurTech. Worth Considering?
In the long run, could they turn the insurance industry into a less expensive and more pleasant one?
30 Jun 2021
Celsius Holdings, A Drinks Mirage?
Celsius Holdings, founded in 2004, is active in the energy drinks segment, differentiating itself from larger competitors with a focus on a “healthy lifestyle”.
30 Jun 2021
Bandwidth, Under The Radar For Now
Bandwidth is a Communications Platform as a Service (CPaaS) that capitalised on the introduction of fibre optic networks back in 1999
30 Jun 2021
Roblox, Gaming (R)evolution?
Roblox, an online game platform and game creation system that allows users to program and play games created by other users.
30 Jun 2021
Streaming Wars With FuboTV
FuboTV is a streaming television service with a focus on sports, currently competing with conventional over-the-top (OTT) live TV streaming services.
30 Jun 2021
Palantir's Powerful Data Weapons. A Buy At This Level?
Palantir is a powerful and secure data analytics tool for analysts and advanced developers that leverages the power of machine learning
30 Jun 2021
Playing Games With Evolution Gaming
Evolution Gaming Group AB is a Swedish company that develops, produces, markets and licenses live casino solutions for gaming operators
30 Jun 2021
Farfetch's Unconventional Luxury Ride
Farfetch is an online luxury platform that connects consumers with over 1,200 luxury boutiques across the world
30 Jun 2021
Embracer, a 89% Hyper-Growth Machine
Embracer Group is a Swedish video game holding company that currently employs around 5,000 people in 55 development studio within 40+ countries
30 Jun 2021
Mobile eSports, Powered By Skillz
Skillz provides a platform to turn any mobile game on iOS and Android into one you can play with other players (friends and strangers)
30 Jun 2021
Upstart, AI-Driven Lending
Upstart is an online lending marketplace that provides personal loans by applying machine learning to a vast array of non-conventional variables
30 Jun 2021
Stillfront, A 99% Growth Monster
Stillfront Group AB is a game developer and publisher which now consists of 18 gaming studios 23m Monthly Active Users and 4m Daily Active Users
30 Jun 2021
Tiger Brokers, Tread Carefully
Tiger Brokers is a Chinese online trading platform and brokerage service that, despite its growth, has been cited for malpractice
30 Jun 2021