Nutanix Buy This SaaS Transition at a Discount III (Building the Long Case)
This case study evaluates Nutanix Inc (NTNX US)'s business fundamentals, unit economics, valuation, investors, management and culture. A 2016...
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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...
367 Views
Fujitsu Subsidiary Selldowns or Buy-Ins?
On Wednesday, partway through the day, it was discovered that the website of a relatively obscure Japanese "business and politics" monthly magazine...
609 Views
Alibaba Initiation - Tactical Use Whilst We Wait - Inteqres Practical Views
We kick off our GEM and Asia large-cap initiations with Alibaba. We see Alibaba as having a strong underlying demand from investors - for both...
517 Views
China Internet Weekly (2Dec19): Our Interpretation of AMZN’s Store on PDD
While researching Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not big...
310 Views