Slack: Microsoft No Longer Cutting Them Any, Flipping to a Short.
We have previously been long biased on Slack Technologies Inc (WORK US)Â , though extremely cautious on its valuation. Three datapoints in the past...
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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...
581 Views
OneConnect IPO Initiation: Missed Connection
OneConnect Financial Technology (OCFT US) is the largest technology-as-a-service platform for financial institutions in China, as measured by the...
464 Views
Slack Investment Strategy Post Direct Public Offering
Slack Technologies Inc (WORK US)'s shares have jumped since it started trading on Thursday, closing at $37.22 per share as of June 21st,...
627 Views
Keyence: An Approaching Bottom and the Ki Data Analytics Platform's Potential
In our last insight on Keyence Corp (6861 JP) we said: We consider Keyence's exceptional margins to be the product of an obsessive focus on...
971 Views