Theta Perspective
Resources, Research, News, Views, and Case Studies from the Theta Team
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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Lyft IPO: Despite Positive CLV, Hard to Justify Its $20-25B Target Valuation
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Lyft IPO: Cautiously Optimistic Unit Economics Despite Significant Losses
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Farfetch IPO: Strong Unit Economics Support Its Projected Valuation
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