Bilbao Asset Management
Contributor since: 2018
Articles
Tufin Software: Undervalued Cybersecurity Company
Evolus: Positive Results From Phase 3 Trial, But Expensive
Karat Packaging IPO: We Are Positive About Sales In 2020
Endeavor Group IPO: Has Financial Risk, But Undervalued
Envista IPO: With Stable EBITDA, A Buy At 4x-6x EBITDA
Ping Identity IPO: We Expect An Enterprise Value Of $1.63 Billion
Viela Bio IPO: At Phase 3 Of Development With Positive Results
IGM Biosciences: Early Stage Of Development, But With Janus Inside
Satsuma IPO: At Phase 3 Of Development
Fastly IPO: Beautiful Company, But Not At These Prices
Peloton Interactive IPO: Get Fitted And Pay 11x Sales
GFL Environmental IPO: Parabolic Growth Fueled By M&A
Datadog IPO: Growth Investors Will Follow This Name Very Carefully
SmileDirectClub IPO: 8x Sales Would Be A Gift
OneWater Marine IPO: Goldman Sachs Is Betting On The Boat Industry
Cloudflare IPO: A Name To Be Followed Very Closely
Hylete IPO: Interesting E-Commerce Company, But Expensive
9F Inc. IPO: A Buy At $5-$6 Per ADS
Oportun Financial IPO: A Buy At The Right Market Cap
AMTD International IPO: Too Expensive
Kura Sushi IPO: Massive EBITDA Growth With Tested Business Strategy
Castle Biosciences IPO: The Buying Opportunity Starts At 3x-3.5x Sales
Livongo Health IPO: Funded By Merck And May Not Be Expensive At 10x Sales
Mirum Pharmaceuticals IPO: At Phase 3 Of Development
Kandi Technologies Group: It Does Not Look That Undervalued
Happiness Biotech IPO: Not Paying More Than 1.7x Sales
Wanda Sports IPO: It Is Profitable Business Model, But It Is Not Risk-Free
Linx: Fantastic Business Model, The Only Problem Is The Share Price
Dermavant Sciences IPO: Buy If The Market Capitalization Is $200 Million
Meten International IPO: A Buy If The Enterprise Value Nears $450 Million
Uxin: It Is A Buy At 1.5x Forward Sales
HyreCar Is Undervalued With 105% YOY Quarterly Revenue Growth
GSX Techedu: Enterprise Value Of $2.422 Billion Is Too Expensive
MediPharm Labs: Now Working For Cronos And Very Undervalued
Medical Marijuana Is Undervalued At 3.2x Forward Sales
Safe Auto IPO: Impressive Data Analytics, But A Controlled Entity
Grocery Outlet IPO: A Buy Below 4.3x Adjusted EBITDA
Fiverr IPO: It Is A Buy At 4x-5.3x Forward Sales
Guardant Health: Competitors Are Trading At Cheaper Valuations
Fastly IPO: 4x Sales Is Enough For This Cloud Computing Platform