U.S. Equity Strategy: Up and to the Right
In this publication we outline our U.S. equity strategy, and provide a detailed analysis and actionable ideas within each of our 12 Sectors. The...
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Cloudflare IPO Valuation Analysis
CloudFlare (NET US), which announced its IPO price range ($10 to $12 per share) on September 3rd, is ready to complete its IPO in the next few...
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Cloudflare IPO Quantamentals: Who Pays the Cost of Free?
CloudFlare (NET US) has rapidly achieved scale in the content delivery network (CDN) space by offering a high quality free product for startups and...
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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,...
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Value Traps: Dinosaur Stocks in the Digital Age
In our experience with Thai equities, MCorp Review identified seven common reasons why some companies either lose market leadership or fail to...
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