Bottom Up Investing
Contributor since: 2013
Latest Articles
Temenos: Broad-Based Sales Growth Driving ROI
Mobileye: Look For Acquisitions To Support Organic Growth And The Share Price
Constellation Software: Sales Growth And Leverage To Drive 30% Return
Palo Alto: In Growth Mode But Beware The Warrants
Oracle: The Only Segment Growing Is Cloud
Level 3: Look For Shares To Rally Through 2017
Splunk: Cheap, Given Its Fundamentals
Overreaction Of Investors Leaves Akamai Trading At A Steep Discount
Workday: Buy The Next Substantial Dip The Amazon Of Software
Box: Beware The Follow-Up Equity Offering
Shares Of F5 Are Set To Trade Higher
Citrix Systems: Undervalued With Improving Fundamentals
VMware: Catch This Bull Train
The Financials Say VeriFone Could Be Acquired
NXP Semiconductors Is Set To Rise Heading Into SPS Sale
Nvidia: Momentum, Momentum, Momentum
Broadcom: Too Rich For My Blood
Valuation And Growth To Drive Qorvo Returns
SS&C Technologies: Expect Underperformance To Persist
Why Black Knight Could Perform In-Line With The Market
Fair Isaac: Improved Profitability Puts Risk To The Upside
Temenos' Banking Software Is Gaining Momentum
Mellanox: Ethernet And EDR To Drive Double-Digit Returns
Oracle: Undervalued With Growing Cloud Sales Set To Drive Repricing
Why I Think Microsoft Shares Will Trade Higher
IBM: The Updated Outlook For 2014
Why I Will Accumulate F5 Networks At More Reasonable Prices
Sprint: Improving Profitability And Potential Acquirers
Verizon: Solid First Quarter But Overvalued Shares
Alcatel-Lucent: Improving Profitability But Worthless Equity
NetApp: Financial Engineering Leaving Shares Undervalued