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...
343 Views
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...
346 Views
Amazon: Return of the King
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...
424 Views
Slack: Microsoft No Longer Cutting Them Any, Flipping to a Short.
We have previously been long biased on Slack Technologies Inc (WORK US) , though extremely cautious on its valuation. Three datapoints in the past...
488 Views
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...
461 Views