September 2020 – Denali Stock Club

JFROG Valuation Built for failure!

September 16, 2020December 7, 2020Dhumil

JFROG company that builts tools for Devops going IPO 9/16. “JFrog Artifactory is a universal DevOps solution providing end-to-end automation and management of binaries and artifacts through the application delivery process that improves productivity across your development ecosystem” Price raised $39-41 will open $62-75 (most likely)valuation is Sky high almost 33x-40x revenue @ IPO priceat opening […]

MSFT Share Price in 2022

September 10, 2020September 10, 2020Rajan Diwedi

We all know MSFT stock. This is mainly an academic exercise on share price valuation. Remember, the past is like a rearview mirror and future is in unpredictable. It is based on certain assumptions and analyst consensus on earnings by Factset or Refinitive IBES. The future events like new president, taxes, rate of interest, China […]

Race to COVID Vaccine Supply Chain

September 3, 2020September 10, 2020Rajan Diwedi3 Comments

In planning documents, the CDC described preparations for two Covid vaccines made by Moderna and Pfizer. The lists the technical details of the vaccines, including the time between doses and their storage temperatures. The govt. has already advance funded for manufacturing and production. There are extraordinary complexity of distributing vaccines to hundreds of millions of […]