PayPal's recent earnings call strengthens the bull thesis and the company's imbalanced risk/reward at its current valuation. The erosion of PayPal's take rates has been a key concern, but the recent ...
We’re past the point of asking if the cloud market is a good bet for investors. The sheer amount of revenue it generates has settled that discussion. The pressing question for any serious investor ...
One of the most important steps before investment is to evaluate the competitive advantage of a company. This indicates those special attributes or strategies that give it an edge over its competitors ...
In business analysis, finding key competitive advantages helps identify firms that can sustain their market position over time. Competitive advantages can come from many sources. This includes things ...
CEO of Qlik, driving the mission to create a data-literate world where organizations tackle their most complex challenges with data. In a landscape where artificial intelligence (AI) ignites ...
Eyeglasses, whether prescription eyewear or high-end sunglasses, are a significant investment in both vision and personal style. Their protection is paramount, making the eyeglass case an essential ...