Category: Technology

  • Value in Facebook

    Facebook earns close to 99% of its revenue by advertising. Marketers pay for ad products based on the number of impressions delivered or the number of clicks done by users. The business continues to impress me given that my friends, family and colleagues are so hooked to the platform and most of them (albeit to…

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  • TCS Stock Valuation

    The objective of this blog is to analyze TCS fundamentals and estimate a fair value per share. Please note that this valuation was done on 4/29/2019. Just as a manufacturing company invests in building new products/plants, a service company such as TCS invests in up-skilling (learning and development) its existing employees and recruiting new talent.…

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  • Virinchi Stock Valuation

    The objective of this blog post is to analyze the fundamentals and value the 3 lines of businesses of Virinchi separately and estimate a consolidated Fair Value Per Share. Any opinion expressed in this blog post is solely my own and does not represent views of my employer. Moreover, this stock valuation should not be…

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  • Lyft IPO 2019 Valuation

    Ride sharing companies have revolutionized the way we commute. While Uber has gone global and continues to expand to other businesses, Lyft has shown a much smaller narrative and is present only in US and Canada. Lyft just filed for a much awaited IPO and should get listed by the end of this month. I…

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  • Lyft – User Based Valuation

    Edit (9th March 2019) – Using the user based statistics and financial information made public in Lyft’s S-1 prospectus, I have revalued Lyft at ~$17 billion. My valuation is presented in the link alongside https://investandrise.com/lyft-ipo-2019-valuation/ Ride sharing companies have revolutionized the way we commute. Both Uber and Lyft would be going public next year. While…

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