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...
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Procore Technologies IPO Preview
Procore Technologies (PCT US) is getting ready to complete its IPO in the U.S. stock market in the coming weeks. The company is a global market...
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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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