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...
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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...
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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...
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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...
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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)...
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