Financial Services

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Here comes Higher One

Before we get to Higher One we should note the recent action in CBOE.  We published our view on CBOE on June 9th (read original post) and noted that the major stumbling block was the fact that our Intrinsic Valuation estimate of $27 suggested limited upside for investors. Sure enough, the investment bank analysts initiated…

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IntraLinks Then and Now

We completed our pre-IPO analysis of IntraLinks today; the snapshot will be published and sent to email subscribers on Monday. In the process of doing our background work, we couldn’t help but take a look at the original company filings to go public from back in 2005. For those that haven’t yet looked, the company…

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More IPO Presentations: SurgiVision and Envestnet

SurgiVision is a company we are following because it crosses two major themes we like, health technology and real VR. However, the company is more development stage than we expected. The ability to do surgery based on vision from MRI does seem inevitable, and their technology appears ready, but the pace of adoption is hard…

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CBOE Company Snapshot

Our look at the CBOE IPO concludes with a mostly positive view on the company and the deal. The only real sticking point is that the proposed pricing doesn’t leave much – if anything – on the table for investors in the short term. But it’s a quality name that will be paying a dividend…

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