Procore Technologies. Will the Construction Management Software Unicorn Go Public This Year?
Due to emerging COVID-19 crisis market leader and high-growth vertical SaaS company Procore Technologies postponed its IPO in April and raised...
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Amazon 2Q20: Goliath Is Still….Cheap?
We have been longtime Amazon.com Inc (AMZN US) bulls who remain long and think the outsized growth and profitability shown in 2Q20 is just the...
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Intel. The Competitive Threat That Is ARM.
Apple's long-awaited decision to ditch Intel in favour of its own custom silicon based on ARM was finally announced on June 22 last. Apple sold...
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TMT Weekly: 3 Things that Stood Out The Week of 6/19/2020
This week we highlight Shopify's compelling aggregation strategy, along with some thoughts on Instacart, Walmart, Oracle, and Slack. Obex’s...
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WiseTech (WTC AU): Smoke and Mirrors, Sell
WiseTech trumpeted its H1 results: revenue +31% and EBITDA +29% as vindication of the model. The problem is that growth is M&A driven, revenue...
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