Triton
WeWork grows revenue, cuts capital expenditures
"WeWork broke its pattern of ever increasing underlying losses in the first quarter of 2019 as its executives pitched a story of strong...
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Triton
- May 15, 2019
- 1 min
WeWork hopes to avoid "valuation haircuts that look more like amputations"
In their article for the Wall Street Journal today, Eliot Brown and Maureen Farrell In doing so, they quote a note Triton's Rett Wallace...
Triton
- May 13, 2019
- 1 min
Uber's IPO Raises Questions for WeWork
In his article today for Bloomberg, Drew Singer quoted Triton's note to subscribers on the comparisons that can be drawn between Uber and...
Triton
- May 13, 2019
- 1 min
"Uber's Day 1 was Unusual"
In appearing this morning on CNBC's Squawk Box, Triton's Rett Wallace spoke with Andrew Ross Sorkin and Dan Primack about Uber's poor...
Triton
- May 13, 2019
- 1 min
Uber's Slide on Day 2
In their article for the Financial Times, Shannon Bond, Nicole Bullock, and Philip Georgiadis recapped a disastrous first two days of...
Triton
- May 12, 2019
- 1 min
Uber’s spluttering IPO: where might the blame lie?
"Uber has grown to dominate the ride-hailing business by offering steep discounts. On Friday, Wall Street returned the favour." In their...
Triton
- May 9, 2019
- 1 min
Uber's IPO is almost like a follow-on
This morning on CNBC's Squawk Box, Triton's Rett Wallace appeared alongside Dan Primack to discuss Uber's IPO ahead of the pricing...
Triton
- May 7, 2019
- 1 min
Uber's Scale Advantage
In an appearance this morning on Bloomberg TV, Triton's Rett Wallace discussed parallels between Uber and Amazon as market share leaders...
Triton
- May 5, 2019
- 1 min
WeWork's Fundraising Success
In her article for the BBC, reporter Dearbail Jordan examined WeWork rapid rise to a $50 billion valuation, ahead of a reported upcoming...
Triton
- May 5, 2019
- 1 min
DealBook Special: Uber
In this morning's New York Times DealBook, that authors took a deep dive into "Everything You Need to Know About the Uber I.P.O." In...
Triton
- Apr 30, 2019
- 1 min
Financial Times - Rett Wallace
"Uber’s enormous, vague IPO prospectus is an outrage. The 431-page document highlights what is wrong with the US public markets." These...
Triton
- Apr 30, 2019
- 1 min
Triton Tech IPOs on Squawk Box
In appearing this morning on Squawk Box alongside Leslie Picker (CNBC) and Maggie Wilderotter (Lyft board member and former CEO of...
Triton
- Apr 22, 2019
- 1 min
Did Zoom and Pinterest Price Their IPOs Too Low?
"The more people learned about Zoom, the more they liked it," said Triton's Rett Wallace this morning on CNBC's Squawk Box. Wallace was...
Triton
- Apr 19, 2019
- 1 min
"Everyone who was close to this saw this coming," - Rett Wallace
In his article for the New York Post, Nicolas Vega described a successful first day of trading for Pinterest which saw the stock rise as...
Triton
- Apr 18, 2019
- 1 min
How Uber Can Avoid Lyft's Mistakes
In her article for the Financial Times, Nicole Bullock explores the market forces Uber faces as it prepares for its IPO. In doing so,...
Triton
- Apr 18, 2019
- 1 min
Zoom's Strong Fundamentals
In an appearance today on Yahoo Finance's On the Move web TV show, Triton's Rett Wallace explained the strong fundamentals of Zoom's...
Triton
- Apr 18, 2019
- 1 min
Triton on Zoom & Pinterest
In appearing this morning on Yahoo Finance' Daily Move, Triton's Rett Wallace predicted a strong showing for Zoom and Pinterest on their...
Triton
- Apr 18, 2019
- 1 min
Pinterest Avoiding "Social Network" Label
In her article for The Washington Post, Cat Zakrzewski detailed Pinterest's focus on its "strong content moderation practices" as a...
Triton
- Apr 17, 2019
- 1 min
Demand for Pinterest and Zoom
In his appearance on Bloomberg TV today, Triton's Rett Wallace explored the growing demand for shares in the Pinterest and Zoom IPOs...
Triton
- Apr 17, 2019
- 1 min
Triton Score: Snap vs Pinterest
Today on CNBC's "Squawk Box," Triton's Rett Wallace explained how the Triton Scoring Model helped investors avoid the negative...