Cisco Systems Inc. - Investment Thesis
Cisco Systems had an excellent quarterly performance, reflecting strength across their product portfolio in all key geographies, and customer...
32 Views
Plover Bay: A Value Play Or A Value Trap?
Plover Bay appears cheaply valued at the backdrop of the highly promising SD-WAN space, and we find it worthwhile to dive deeper into the business...
327 Views
FY2Q21: The Crowd Strikes Again
If a work from home growth software company jumps 14% the day before earnings cause another WFH software winner (ZM) jumped 40%, should said growth...
373 Views
Pexip IPO: Valuation Insights
Pexip (PEP NO) is a Norwegian videoconferencing company and is a Zoom Video Communications Inc (ZM US) rival. Pexip has set its IPO price at NOK63...
551 Views
Pexip IPO Initiation: Zoom, Zoom, Splutter?
Pexip (PEP NO) is a Norwegian videoconferencing company and is a Zoom Video Communications Inc (ZM US) rival. Pexip has announced that it will seek...
444 Views