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Re:An alternative look at the Zendesk IPO by antr on Wednesday April 23, 2014 @08:45AM (#7633567)
Not one number in this "alternative look". IPOs are about valuation, use of proceeds, execution to date, and business plan. It seems to me that many capital markets observers keep having a creationism point of view when justifying valuations.
Re:An alternative look at the Zendesk IPO by neilpeel on Wednesday April 23, 2014 @08:52AM (#7633597)
The "alternative" refers to the fact that it is not just an overview thats been copied and pasted from the S1 form, but more a speculative look at what the information detailed implies for their future.