International Business Machines - Same Old (Big) Blues?
In October, International Business Machines Corp published its quarterly results and beat on both earnings and revenues, news that triggered a 10%...
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Mastek: Stellar Growth, Improving Profitability; BUY for 50% Upside
New CEO with strong relationship in the UK government instrumental in driving 25%+ YoY growth in Mastek’s core government business. This, in turn,...
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Blockchain as an Investment Theme
In a world where computer code is trusted more than human-run operations – especially amongst tech-savvy, urban Millennials – blockchain is a...
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Andrew on Tech: Our View on Gartner's Hype Cycle for Emerging Technologies, 2017
In July 2017, Gartner updated its annual report "Hype Cycle for Emerging Technologies, 2017" and revealed three distinct technology trends- AI...
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Voice - The Next Big Computing Platform
Voice is set to become the next big computing platformMany of us will be talking increasingly to machines. Products such as smartphones, in-car...
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