Coupa Software: Entry Point on an Expensive SaaS Compounder.
Summary: Coupa Software, a SaaS-based spend management platform whose network-effects driven moat compels customers, suppliers, and partners to...
653 Views
Kingdee (268:HK) – Expensive Cloud Play Haunted by Corporate Governance Concerns
Cloud players in China such as Kingdee have recently received a fresh wind of attention from investors after the Chinese government reportedly...
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Guidewire Software: Short This SaaS Transition III (Management, Culture, Valuation)
Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental...
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Guidewire Software: Short This SaaS Transition II (Building the Short Case)
Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental...
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Guidewire Software: Short This SaaS Transition I (Fundamentals)
Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental...
873 Views