The Cloud Space In Numbers: What Matters The Most
The unprecedented amount of liquidity is having profound implications for high growth tech companies. Expected topline growth rate has become the...
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Oracle - Don't Fall Victim To Recency Bias
Contrary to the prevalent opinion a year ago, Oracle outperformed its peers since I first covered the stock in October of last year. The company...
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Oracle: The Turning Point Of The Business
After having a go at SAP during the last earnings release in March, Oracle is due to announce its quarterly results this week. The company...
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Tesla Motors Inc: Come Hell or High Water
It is our view, that come hell or high-water, in 2019, Tesla Motors (TSLA US) will establish itself as the pre-eminent large-cap growth stock....
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