Matthew North: Page 6
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NortonLifeLock: Developments in Avast Merger and Improved Fundamentals
NortonLifeLock's merger with Avast will be a great win for the business, but it is coming under fire from anti-trust regulators in the UK. The company has also improved its...
HubSpot: A More Competitive Valuation
The market has discounted HubSpot's shares and they could now be seen as competitively priced. The company's price-to-sales ratio made a new recent low while its revenues climbed higher.
Snap Inc: Revised Guidance & Steeping Losses
Snapchat is struggling to monetize its userbase and bring a sufficient number of advertisers to its platform. The market also reacted strongly to its revised guidance and discounted its share...
Datadog: A Unicorn Cloud Stock
Datadog ticks all the boxes. It has an enviable financial performance and great competitive strengths, making it one of the few unicorns in the cloud space.
Baidu: Leading the Way in AI Cloud
Baidu convincingly beat its earnings estimates and saw impressive growth in its AI Cloud services. These services are set to be a leading growth driver for the company in the...
Alibaba Group: Rallying on Fundamentals & Improved Macro Backdrop
Shares of Alibaba Group are down YTD due to regulatory pressures and threats of Western sanctions. The company is using this opportunity to buy back shares and some investors believe...
