ENTITY
Cisco Systems

Cisco Systems (CSCO US)

189
Analysis
Information TechnologyUnited States
Cisco Systems, Inc. designs, manufactures, and sells Internet Protocol (IP)-based networking and other products related to the communications and information technology (IT) industry and provide services associated with these products and their use. The Company provides products for transporting data, voice, and video within buildings, across campuses, and globally.
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bullishNutanix Inc
10 Dec 2019 00:26

Nutanix Buy This SaaS Transition at a Discount IV (Technicals, Management, Culture)

This case study evaluates Nutanix Inc (NTNX US)'s  business fundamentals, unit economics, valuation, investors, management and culture.  A 2016...

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bullishNutanix Inc
09 Dec 2019 23:58

Nutanix Buy This SaaS Transition at a Discount I (Fundamentals)

This case study evaluates Nutanix Inc (NTNX US)'s  business fundamentals, unit economics, valuation, investors, management and culture.  A 2016...

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26 Aug 2019 14:04

Ping Identity Holding Corp IPO Preview

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bullishDynatrace
27 Jul 2019 14:04

Dynatrace IPO: Attractive at 3.8x EV/Rev but High CAC Is a Concern

Dynatrace Holdings LLC (DT US) is a US-based Application Performance Monitoring (APM) SaaS company that is set go public on Monday (29th Monday...

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bullishMacroeconomics
03 Jun 2019 03:57

Trade War/Huawei/Economic Policy/Bad Bank/Market Opening

China News That Matters Don’t say we didn’t warn you! Twitching the iron curtain What to do as cars tank and profits droop Beijing rescues...

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