Feb 5 2020 - Network Effect And How Not To Bet On The Global Economy
Summary International revenue is becoming a bigger driver of valuation in the SaaS space. This partly explains the network effect narrative. Profit...
Summary International revenue is becoming a bigger driver of valuation in the SaaS space. This partly explains the network effect narrative. Profit...
Summary While I applaud Ginni Rometty stepping down, the appointment of a 40-year IBM veteran signals more of the same for IBM. The board must go, ...
Summary The SaaS/cloud bubble is concentrated in the software application industry. Fast growth tech plays have strong economic moats embedded in t...