Palm Valley Capital Fund Q3 2022 Commentary
The Palm Valley Capital Fund invests in small cap stocks. While our Fund is new, its underlying absolute return-based investment strategy is not....
219 Views
AsiaInfo IPO Valuation: Not Enough of a Discount
Asiainfo Technologies (1119892D CH) is a leading Chinese telecom software and services provider with a 25% market share as measured by revenue in...
612 Views
AsiaInfo IPO Update: An Unappealing Mix of Declining Revenue Growth and Cost-Cutting
Asiainfo Technologies (1119892D CH) is a leading Chinese telecom software and services provider with a 25% market share as measured by revenue in...
434 Views
AsiaInfo Tech IPO Preview: Crossed Wires
Asiainfo Technologies (1119892D CH) is a leading Chinese telecom software and services provider with a 25% market share as measured by revenue in...
603 Views
Visa Reform Raises Near-Term Uncertainty for Offshore IT Services; Options Exist to Lessen Burden
In the wake of a sweeping immigration ban within the U.S. in late January, we are seeing repercussions and volatility for the IT services industry,...
1.6k Views