Selected Reads

Smartkarma

Equity Bottom-Up

<p><em>Justin Kan is an entrepreneur and investor best known as the co-founder of Twitch. In 2006, Kan launched the live video service Justin.tv, a company that started when he strapped a camera to his head and streamed his life to the internet 24/7. Over the next 8 years, he and his co-founders turned the business into Twitch, which ultimately sold to Amazon in 2014 for $970 million. Kan has also founded half a dozen other companies, raising more than $500 million in venture capital, and invested in</em>…</p>

Morningstar

Morningstar, Inc.

We believe Salesforce.com represents one of best long-term growth stories in software. Even as revenue growth seems likely to dip below 20% for the first time at some point in the next five years, we believe ongoing margin expansion should continue to compound earnings growth of more than 20% annually for much longer.After introducing the software-as-a-service model to the world, Salesforce.com has assembled a front-office empire that it can build on for years to come, in our view. Sales Cloud…

Salesforce.com announced the acquisition of Tableau in an all-stock transaction valued at $15.7 billion. Strategically, we view the transaction positively. Salesforce is gaining the leading solution for data visualization, which is clearly positive and reinforces our wide moat and positive moat trend ratings. On the flip side, Tableau is overwhelmingly not a software-as-a-service model, and Salesforce already offers an analytics tool in the form of Einstein.  We believe management was looking…

Salesforce reported upside versus our first-quarter expectations and offered a favorable outlook for the remainder of the year. Therefore, we are maintaining our $186 fair value estimate and wide moat rating. The first quarter reinforces our thesis that the company remains a strategic partner for customers who are looking for holistic solutions for real business problems as they undertake their own digital transformations. The company’s breadth of solutions remains critical, as customers…

Salesforce reported upside versus our fourth-quarter expectations and offered a favorable outlook for the remainder of the year. Therefore, we are maintaining our $186 fair value estimate and wide moat rating. The quarter reinforces our thesis that the company remains a strategic partner for customers who are looking for holistic solutions for real business problems as they undertake their own digital transformations. The company’s breadth of solutions remains critical, as customers continue to…

United States

salesforce.com, inc. provides software on demand. The Company supplies a customer relationship management service to businesses worldwide providing a technology platform for customers and developers to build and run business applications. Clients use salesforce.com to manage their customer, sales and operational data.

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