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Is Anyone Being Yelped?
A Valuation of Yelp — A Decade-Old Public Company
15 hrs ago

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Is Anyone Being Yelped?
Two Truths and the 20B Lie : Duolingo is Wildly Overpriced
A brilliant company—but the $20B price tag doesn’t add up.
Jun 16
3

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Rare Bird Capital
Two Truths and the 20B Lie : Duolingo is Wildly Overpriced
2
Udemy vs. Coursera: Rivals in Arms
A deep dive into factors that separate Udemy's and Coursera's Valuations
May 30
1

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Udemy vs. Coursera: Rivals in Arms
Valuing Coursera: We don't need no profits
A look at Coursera’s business model, margins, and why scale doesn’t equate to success.
Apr 18
3

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Valuing Coursera: We don't need no profits
Valuing Dave: Waitin' On a Payday
Over the past year Dave has seen 164% increase in it share price. Is the investor confidence justified?
Mar 31
3

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Valuing Dave: Waitin' On a Payday
1
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