Full Steam Ahead
The labour market and rising house prices are key as the Fed seeks to avoid the costly mistakes it made in the past while ensuring that it doesn’t halt the recovery
Go Deeper (2 min read)This Time Is Different
Things were strangely similar back in 2000: declining interest rates, the Taxpayer Relief Act of 1997, a supportive FED and the Telecommunications Act of 1996 helped boost investor optimism and drove technology stocks to unbearable valuations.
Go Deeper (2 min read)Palo Alto Networks, Leader In Security
Palo Alto Networks was founded in 2005 by Nir Zuk, Yuming Mao, Rajiv Batra and Dave Stevens. It has grown to become a global cybersecurity leader, helping companies achieve their digital transformation in a secure environment.
Go Deeper (6 min read)UiPath, Automation Champion?
UiPath is a software company that develops a platform for Robotic Process Automation (RPA). In simple terms, it monitors user activity to automate repetitive front and back office tasks.
Go Deeper (7 min read)Grab, The Southeast Asian Tech King
Grab, the Southeast Asian “Super App” is set to go public through a SPAC deal with Altimeter Growth Corp. This would value the company at $ 40B and is accompanied by a $ 4B-plus capital injection.
Go Deeper (4 min read)
China's Tech Play
China’s technology stocks have been pressured by political hurdles as the governing party tries to reign in the power of its own tech giants. As a result, companies such as Alibaba, Baidu and Tencent are trading at historically low multiples and at lower levels than before the pandemic struck.
Go Deeper (2 min read)
Not So Enthusiast About Enthusiast Gaming
We are selling our position in Enthusiast Gaming Holdings Inc (EGLX). The company reported sales of CAD$ 30.0m, generating a gross profit of CAD$ 5.9m. Operating expenses reached CAD$ 18.7m and translated into a net loss of CAD$ 13.5m.
Go Deeper (2 min read)
CDON: Risky Management Changes
Kristoffer has been Chief Operating Officer and member of the CDON Executive Team since June 2017 and was appointed to the role of Chief Executive Officer in September 2018.
Go Deeper (3 min read)
