Duzonbizon: Cloud-Based Software Providing an Edge Amidst COVID-19 Carnage
Duzonbizon (012510 KS) is one of the gems in the Korean software industry. In the midst of the COVID-19 fears and panic selling, Duzonbizon has...
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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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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...
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