A Monthly Screen for New Investment Ideas

Box IPO: Freemium Pioneer

June 18, 2015

Box (NYSE: BOX), the operator of a cloud-based collaboration platform, is a recent addition to the Software sector coverage of our Battle Road IPO Review. Box was founded in Mercer Island, Washington in 2005 by Aaron Levie, Dylan Smith, Sam Ghods and Jeff Quesisser, following research conducted by the group, which examined corporate cloud requirements. Levie is currently the CEO, Smith is CFO, and Dan Levin is COO and president of the company. Today, Box is based in Los Altos, California. Consensus estimates call for calendar year 2015 (fiscal year ending January 31, 2016) revenue of $290 million, up from $216 million in calendar 2014. The company’s loss per share is expected to narrow from $4.96 to $1.18 in the same time period. continue reading

GoDaddy: Web Domain Guru

May 8, 2015

GoDaddy (NYSE: GDDY), based in Scottsdale, AZ, provides internet services including website creation and hosting, internet domain registration, and software applications such as email marketing to businesses and consumers. Consensus estimates call for revenue of $1.6 billion in 2015, which implies 15 percent growth over 2014, and EPS of $0.97 in 2015. By way of […] continue reading