Nutanix: Subscription Transition Meets Corona Virus? Huh?
This note is a followup to our deep dive on Nutanix from December. The quarter’s results were consistent with our long thesis, and the near 30%...
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Infosys Acquires Simplus in a US$250m Deal to Further Cement Its Salesforce Expertise
Infosys announced yesterday (10th February) that it has entered into a definitive agreement to acquire the US based cloud consulting software...
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Amazon: AWS-Some
We have been longtime Amazon.com Inc (AMZN US) bulls who recognize that entry points over the last decade have been few and far between. We are...
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Amazon: Return of the King
We have been longtime Amazon.com Inc (AMZN US) bulls who recognize that entry points over the last decade have been few and far between. We...
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Slack: Microsoft No Longer Cutting Them Any, Flipping to a Short.
We have previously been long biased on Slack Technologies Inc (WORK US) , though extremely cautious on its valuation. Three datapoints in the past...
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