Nutanix Buy This SaaS Transition at a Discount I (Fundamentals)
This case study evaluates Nutanix Inc (NTNX US)'s business fundamentals, unit economics, valuation, investors, management and culture. A 2016...
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SAP-Microsoft Partnership: A USD4.5bn Cloud Market Opportunity for SAP
SAP SE (SAP GR) announced a 3-year partnership with Microsoft Corp (MSFT US) this week. The partnership, which had already been in place (under the...
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Ping Identity Holding Corp IPO Preview
Ping Identity Holding Corp (PING US) is a Denver Co-based company which specializes in securing digital access for enterprises through an...
428 Views
U.S. Equity Strategy: Positive Outlook Intact; Tech Leading
The S&P 500 is working through 2,817 resistance and our technical work continues to support an overall positive outlook. As markets improve in...
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NVIDIA's $6.9 Billion Mellanox Band-Aid Is A Strategic Misstep
On March 11'th 2019, Nvidia announced the acquisition of market leading high-speed interconnect company Mellanox for $6.9 billion in an all-cash...
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