Company: Workiva (WK) Business: Workiva is a provider of cloud-based reporting solutions that are designed to solve financial and non-financial business challenges at the intersection of data, process and people. The company offers its unified software-as-a-service, or SaaS, platform that brings customers’ financial reporting; environmental, social and governance (ESG); and governance, risk and compliance (GRC)…
If I hear one more hedge fund oligarch on television tell me that the data center buildout/artificial intelligence story is just like the dot-com bubble, I am going to tear someone else’s hair out because I don’t have enough to demonstrate my full frustration. Many of the people opining and whining about how this moment could…
When is a beat and raise not a beat and raise? That’s a question that has frustrated us this earnings season. Case in point: How about Honeywell ‘s beat and raise last week? Here’s a conglomerate splitting into three different companies, which also has a quantum computing business that’s probably more advanced than any of…
An unwarranted post-earnings decline in Honeywell shares on Thursday presented a buying opportunity for new investors ahead of the conglomerate’s breakup into three publicly traded companies. Revenue in the second quarter ended June 30 rose 8.1% year over year to $10.35 billion, topping expectations of $10.07 billion, according to market data service LSEG. Organic sales…
When the tyranny of the “Magnificent Seven” ended, I always figured the money would go to the rest of tech. I also didn’t think that there would be anything left of the Mag 7 to invest in. They would all be obliterated as part of a source-of-funds move. Club name Nvidia would be grounded by…
