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[TDOC] Teladoc
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October 6, 2021 @ 3:08 pm
In [TDOC] Teladoc |
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quick thoughts on the IAC/MDP acquisition rumor
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September 27, 2021 @ 11:05 pm
In [IAC] IAC |
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[TWLO] Twilio
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September 17, 2021 @ 1:50 pm
In [TWLO] Twilio |
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Some thoughts on Fiserv / First Data (FISV) and Guidewire (GWRE)
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August 31, 2021 @ 1:30 pm
In [FISV] Fiserv,[GWRE] Guidewire Software |
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IQVIA [IQV] + quick Wizz Air update
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August 13, 2021 @ 6:09 pm
In [IQV] IQVIA,[WIZZ] Wizz Air |
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Nvidia (NVDA): Part 2 of 2
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July 28, 2021 @ 12:23 pm
In [NVDA] Nvidia |
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Nvidia (NVDA): Part 1 of 2
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July 12, 2021 @ 1:37 pm
In [NVDA] Nvidia |
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Update on IAC (+ Vimeo)
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June 25, 2021 @ 1:19 pm
In [IAC] IAC |
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