Elmo Software Enters a SID with K1 at A$4.85
While not a knockout bid, it is attractive in the context of current conditions. Key shareholders will vote in favour. At the last close, the gross...
Elmo Software Confirms Takeover Interest from Various Parties
The current conditions suggest a higher risk that the talks will fizzle out. Despite today’s 28% pop, the shares remain undemanding compared to...
Medallia: If Your Not First, Your Last
Summary: Medallia, a SaaS-based experience management software provider is a feature, not a platform. Its new CEO, Leslie Stretch, has embarked on...
U.S. Equity Strategy: Buy The Dips
Despite our concerns regarding the growing performance disparity between the haves (e.g., Technology, FAANG, mega-caps, growth) and the have nots...
Money Forward’s New Pricing Plan Could Be Its First Step in the Path to Profitability
In our previous report, A Reality Check for Money Forward (3994 JP): Key Takeaways from Our Recent Visit, we suggested that Money Forward (3994 JP)...
No more insights