Xero Passes the Tipping Point; FVE Increased 10% to NZD 23
Narrow-moat-rated Xero reported a strong fiscal 2017 result that was slightly better than we expected. We have increased our fair value estimate by...
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Xero Shares Remain Under Valued as Strong Revenue Growth Continues
We continue to believe narrow moat-rated Xero is undervalued, with the current share price of NZD 18.60 11% below our fair value estimate of NZD...
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Xero: Build It and They Will Come
Xero has grown quickly since incorporation in 2006 to become the largest provider of accounting software as a service, or SaaS, to the small and...
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WiseTech Global - Trading at Disruptor Valuations Without Disrupting Much
WiseTech Global listed on 11th April 2016 clocking first-day gains of 16%. The stock is now trading 32% above its IPO price. We wrote on the IPO,...
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Diligent Corporation - Insight Venture
Diligent Corporation (NZX: DIL) announced it has entered into a definitive agreement to be acquired by Insight Venture Partners (“Insight”), a...
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