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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Korean Brokerages - Taking the First Steps to Price Investment Research
For the past three decades, the Korean brokerage industry has mostly followed the global investment banks in making investment research free for...
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Google - Stadia Stutters Out of the Gate
The initial reviews are in on Google’s new game streaming service Stadia, and they are not especially positive. Reviewers have pointed to issues...
380 Views
Is a Quantum Computing Revolution Imminent?
Google's recent boast of having achieved Quantum Supremacy raised a number of eyebrows, but is it really that meaningful? This insight explains...
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Google-Fitbit Deal to Face Significant Antitrust Scrutiny
Following a month of market speculation, Fitbit Inc A (FIT US) and Alphabet Inc Cl C (GOOG US) announced on November 1st that they had reached a...
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