The company argued convincingly that a recent short-seller report doesn't pass.
It isn't enough to be an SaaS company anymore. Consolidation is coming.
Almost no one is focused on the third point. Therein lies an opportunity.
What started as a small tool to help its online store has now taken over.
I simply didn't count on this happening.
This under-the-radar website makes it easy to eliminate toxic companies from your portfolio.
It goes much deeper than the rollout of New Relic One.
No, but that doesn't mean Citron doesn't raise important issues about this for-profit services arm of a Christian college.
This company sold nothing three years ago. Today, it's a force in the world of coffee.
Sift out the noise and focus on these three forces.
The coffee giant may be a great business, but a handful of rising headwinds make it an iffy investment.
When a company has these five traits, don't worry about the price.
Could this really become a subscription company?
They all have four things in common.
You've probably never heard of them. Therein lies the opportunity.
It takes exceptional success for a company to grow into the half-a-trillion-dollar range, and there's plenty of reason to expect these will continue to perform.
In a battle between these software-as-a-service heavyweights, this is the key differentiator.
I'm sidestepping the usual e-commerce heavyweights like Amazon and Shopify for this $5 billion company.
Hint: They all have one big trait in common.
It has nothing to do with valuation or potential.