Theta Perspective
Resources, Research, News, Views, and Case Studies from the Theta Team
Warby Parker S-1: Problems with one of their customer disclosures
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Farfetch Customer-Based Corporate Valuation Simulator (Q2 2019)
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What happened at Farfetch in Q2 2019? A CBCV Perspective
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Revolve IPO: Solid Unit Economics Drive a $1.7-2B Fair Valuation
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Slack: Very Attractive Unit Economics But With a Very Long Payback Period
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Slack’s Fair Equity Valuation: $22-27B With Upside Potential
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Wayfair: Then and Now
It’s been four years now since Theta’s last analysis of Wayfair. Learn how the latest Wayfair Customer Based Corporate Valuation (CBCV) compares and get a good look at how the models and calculations behind the analysis work.