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More Thoughts on the Long Large Cap SW / Short Industrial Trade
The valuation gap between large cap software and industrials has been evident for awhile now and only recently began to close a bit. Below is a snapshot…
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DB
Some Predictions for 2023
90% of these are likely wrong, or too early, but it why not? Best-of-Breed in the $2-10B range continues to consolidate in PE land. Thanks for reading…
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DB
Snapshot of the Unprecedented(?) Value Destruction in CPaaS
Not investment advice
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DB
WTF To Make of TWLO?
Not Investment Advice
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DB
The Oracle Re-Rating Story
In my (future) posts, I plan to skip over the basics and assume my readers are intelligent enough to pull up basic filings. However, a brief history of…
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