Salesforce: The Market Is Once Again Missing The Forest For The Trees
Most of the red flags that I have outlined before are now being taken care of, but I remain cautious for the time being.
454 Views
China’s Software Service Providers Cut Costs, Prices as Investors Pull Back
China’s cloud software vendors are feeling the brunt of the sharpest drop in venture capital (VC) investment in the sector in a decade, with many...
405 Views
CX Daily: China Names New Chief of Securities Watchdog Amid Stock Slump
Software / China’s software service providers cut costs, prices as investors pull back China’s cloud software vendors are feeling the brunt of the...
176 Views
Workday: The Rough Path Towards Profitability
Workday's share price is at risk of a downward multiple repricing. GAAP profitability would be very hard to achieve, according to recent rhetoric.
248 Views
Adobe Is A High Quality Business With Capital Allocation Problems
In my view, capital allocation decisions within the company raise some red flags that are hard to overlook. As a long-term shareholder, I still...
407 Views