Amazon: AWS-Some
We have been longtime Amazon.com Inc (AMZN US) bulls who recognize that entry points over the last decade have been few and far between. We are...
347 Views
Slack: Microsoft No Longer Cutting Them Any, Flipping to a Short.
We have previously been long biased on Slack Technologies Inc (WORK US) , though extremely cautious on its valuation. Three datapoints in the past...
489 Views
Kingdee (268:HK) – Expensive Cloud Play Haunted by Corporate Governance Concerns
Cloud players in China such as Kingdee have recently received a fresh wind of attention from investors after the Chinese government reportedly...
462 Views
OneConnect IPO Initiation: Missed Connection
OneConnect Financial Technology (OCFT US) is the largest technology-as-a-service platform for financial institutions in China, as measured by the...
345 Views
Slack Investment Strategy Post Direct Public Offering
Slack Technologies Inc (WORK US)'s shares have jumped since it started trading on Thursday, closing at $37.22 per share as of June 21st,...
494 Views