Peloton: On a Road to Nowhere
Summary: Peloton Interactive, the leading interactive fitness platform has an unsustainable growth algorithm. Profitability is dependent upon an...
329 Views
Coupa Software: Entry Point on an Expensive SaaS Compounder.
Summary: Coupa Software, a SaaS-based spend management platform whose network-effects driven moat compels customers, suppliers, and partners to...
397 Views
Duzonbizon: Cloud-Based Software Providing an Edge Amidst COVID-19 Carnage
Duzonbizon (012510 KS) is one of the gems in the Korean software industry. In the midst of the COVID-19 fears and panic selling, Duzonbizon has...
419 Views
The Month the World Stood Still (Part II) - The Cost Could Be Less than the Announced Stimulus
With COVID-19 and stimulus packages being in the news day in and day out, here are my two cents on what policy makers need to do to get over this...
462 Views
Infosys Acquires Simplus in a US$250m Deal to Further Cement Its Salesforce Expertise
Infosys announced yesterday (10th February) that it has entered into a definitive agreement to acquire the US based cloud consulting software...
344 Views