PUBMATIC IPO

PubMatic is an advertising technology firm. It offers cloud infrastructure platform that enables real-time programmatic advertising transactions. Mainly purpose-built advertising database and sell-side delivery infrastructure. PubMatic helps publishers and application developers monetize their ad placement inventory in an efficient manner across different devices and platforms. I met both founders during 2005-2007. CEO Rajeev have deeper […]

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Door Dash IPO

Coming on WED in NYSE Largest food delivery network 50% of USA market Raising $3.1B via 33m shares/IPO 385B outstanding shares including options Market Valuation $37B 3X LYFT and 5X Grubhub Same as Chipotle Revenue growing 225% YoY Not profitable ($149 this year) $534M losses last year 543 million orders in last 9 months Poised […]

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Airbnb IPO

Ticker ABNB Market debut on Dec 10th (Nasdaq) Raised the price from $44-$50 to $56-$60 Selling $3.1B stock Market valuation $42B 5.6m listings in 100,000 cities Half of the revenue is outside USA Millennials are the bulk of its business Average is $130 per night Risk1: pandemic and risk averse travelers Risk 2: competes against […]

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JFROG Valuation Built for failure!

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 […]

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