ReadyTech’s Indicative Offer of A$4.50 from Pacific Equity Partners Good Enough?
The offer represents an all-time share price high but struck at a discount to peer multiples, suggesting room for a bump. At the last close, the...
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Constellation Software ($CSU.TO, $CNSWF).
Despite not dealing with celestial objects, the company itself is a grouping of vertical market software companies, of which are obtained based...
303 Views
Add To Growth On This Pullback; Actionable Themes: Services, Technology, and Consumer Discretionary
Growth continues to outperform relative to value, shown by the intact uptrend on the MSCI ACWI ex-US Growth vs. Value ratio. We highlight...
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Global Equity Strategy: Support Levels Holding; Bullish Outlook Intact
As long as support levels hold and market dynamics remain positive, our outlook remains bullish and we continue to view any weakness as a buying...
308 Views
Guidewire Software: Short This SaaS Transition III (Management, Culture, Valuation)
Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental...
915 Views