Intel. The Competitive Threat That Is ARM.
Apple's long-awaited decision to ditch Intel in favour of its own custom silicon based on ARM was finally announced on June 22 last. Apple sold...
494 Views
TMT Weekly: 3 Things that Stood Out The Week of 6/​​​19/​​​2020
This week we highlight Shopify's compelling aggregation strategy, along with some thoughts on Instacart, Walmart, Oracle, and Slack. Obex’s...
410 Views
WiseTech (WTC AU): Smoke and Mirrors, Sell
WiseTech trumpeted its H1 results: revenue +31% and EBITDA +29% as vindication of the model. The problem is that growth is M&A driven, revenue...
451 Views
Coupa 1Q21: Barely a Blip
We wrote about Coupa in early April as being an excellent buying opportunity on a LT compounder which will likely not offer many good entry points....
373 Views
Exasol IPO Initiation: Crunching the Numbers
Exasol (EXA GR) is a database technology company which enables customers to access and analyse data at high speed and scale. Exasol has launched...
322 Views