Medallia: If Your Not First, Your Last
Summary: Medallia, a SaaS-based experience management software provider is a feature, not a platform. Its new CEO, Leslie Stretch, has embarked on...
297 Views
Softbank Group: An Update on Vision Fund Companies and Trading Volumes
With restructuring plans and FY19 operating losses already announced, the volatility around Softbank Group has eased but concerns on Vision Fund...
260 Views
Peloton: On a Road to Nowhere
Summary: Peloton Interactive, the leading interactive fitness platform has an unsustainable growth algorithm. Profitability is dependent upon an...
340 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...
408 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...
451 Views