Archive - Rare Bird Capital

Is Anyone Being Yelped?

A Valuation of Yelp — A Decade-Old Public Company

21 hrs ago

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

2

May 2025

Udemy vs. Coursera: Rivals in Arms

A deep dive into factors that separate Udemy's and Coursera's Valuations

May 30

1

April 2025

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

March 2025

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

1

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