TMT Weekly: 3 Things that Stood Out The Week of 6/19/2020
This week we highlight Shopify's compelling aggregation strategy, along with some thoughts on Instacart, Walmart, Oracle, and Slack. Obex’s...
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Exasol IPO Initiation: Crunching the Numbers
Exasol (EXA GR) is a database technology company which enables customers to access and analyse data at high speed and scale. Exasol has launched...
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How Economics Will Undermine Intel's Processor Dominance
Intel's dominance of the processor business is threatened, not because of any technological issues, but because market economics are moving in a...
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Amazon 1Q20: The Everything Stor(Y)
We have been longtime Amazon.com Inc (AMZN US) bulls who remain long and would aggressively buy any substantive market-wide pullback in the coming...
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Coronavirus as Secular Accelerator III: Fintech / Software Edition
Covid 19 is an accelerator of secular shifts in consumer and corporate preferences that is magnifying (or will magnify) those business models most...
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