Xero Placement - Founders Selling Down
Rodanna Ventures Trust is looking to sell 2m shares of Xero Ltd (XRO AU)Â
614 Views
Global Equity Strategy: Bullish Outlook Intact
The MSCI ACWI index (USD) is breaking out to all-time highs while the MSCI EM index (local) is breaking above its prior highs from January. This is...
381 Views
Smartkarma Originals
Asian SaaS Stars: Opportunities, Market Outperformance, & Key Challenges
The Asian Software-as-a-Service (SaaS) is a highly fragmented sector filled with numerous innovative companies. Thousands of companies compete in...
1.9k Views
Xero Results Update: Good Results, Tepid Outlook. Earnings Cut Making It Even More Expensive
In my previous insight XERO: A Beautiful Business but Not Pricing in Much in the Way of an SME Rout, I mentioned that  XRO mostly caters to small...
422 Views
XERO: A Beautiful Business but Not Pricing in Much in the Way of an SME Rout
Xero Ltd (XRO AU) (Mcap: US$6bn, ADV: US$35m) is as its tagline says a "beautiful business". The company is a classic SaaS business offering cloud...
540 Views