Amazon: AWS-Some
We have been longtime Amazon.com Inc (AMZN US) bulls who recognize that entry points over the last decade have been few and far between. We are...
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Slack: Microsoft No Longer Cutting Them Any, Flipping to a Short.
We have previously been long biased on Slack Technologies Inc (WORK US) , though extremely cautious on its valuation. Three datapoints in the past...
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Slack: A Case Study Followup
In light of the recent leg down in growth software, we thought it timely to do a followup to our Slack Technologies Inc (WORK US) case study from...
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Tyro Payments IPO Trading - Flew past the Finish Line, Now Needs to Fly Some More
Tyro Payments (TYRO AU) (Tyro) raised around US$196m in its Australia listing, making it one of the rare IPOs in Australia to make it past the...
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Tyro Payments IPO - Probably Fairly Valued at the High-End but There Is Still the Banking Wild Card
Tyro Payments (Tyro) plans to raise around US$170m in its Australia listing. Tyro is Australia’s fifth largest EFTPOS provider serving...
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