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Constellation Software (CSU CN)
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14
Analysis
Information Technology
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Canada
Constellation Software Inc is a software holding company. The Company acquires mission-critical, vertical market software companies, and helps them to grow.
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bearish
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Guidewire Software
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21 Dec 2019 02:21
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...
Aaron Gabin
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915 Views
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bearish
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Guidewire Software
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19 Dec 2019 21:10
Guidewire Software: Short This SaaS Transition II (Building the Short Case)
Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental...
Aaron Gabin
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1.1k Views
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bearish
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Guidewire Software
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19 Dec 2019 07:43
Guidewire Software: Short This SaaS Transition I (Fundamentals)
Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental...
Aaron Gabin
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663 Views
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bullish
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TSE Tokyo Price Index TOPIX
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22 Nov 2019 11:27
Overweight Global Technology & Industrials
In this report we highlight attractive and actionable themes within developed int’l markets: Technology and Industrials continue to be two of the...
Vermilion Research
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413 Views
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bullish
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MSCI ACWI Index
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17 May 2018 20:36
Global Energy Shares Breaking Out; Technology Remains Attractive
The MSCI ACWI and S&P 500 have both achieved a higher high relative to mid-April prices, which we see as a potential early indication of a...
Vermilion Research
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406 Views
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