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Sep 10, 2019 - It was a good news, bad news story for cloud computing software vendor Veeva Systems this week, as the company announced Tuesday it crossed the threshold of having a billion a year in revenue, but also announced its chief financial officer of ten years, Tim Cabral, is retiring.
Aug 29, 2019 - Along comes a new player with a new idea — turn the customer service portion of the business into a technology hub — insert artificial intelligence (AI), go beyond telephony, add data analytics, put it in the cloud, and turn it all into a profit center.
Aug 20, 2019 - The market for data analysis tools is so "ginormous" that there will continue to be active M&A, and Alteryx, a longtime player in the field, is keeping its powder dry, so to speak, so that it can be one of the acquirers.
Aug 12, 2019 - Chief executive Mike Tuchen took some time to talk with CMLviz following the company’s conference call, and emphasized that his company's cloud business is developing with the intensity of a "freight train."
Jul 30, 2019 - There is an envelope at some point where, if you're not doing what we're doing I don’t think there is any catching us. We may have already pushed past that.
Jun 20, 2019 - Number 1 Spotlight Top Pick Invitae announced the acquisition of Singular Bio to help increase access to genetic screening in early pregnancy.
Jun 18, 2019 - * Pinterest will have more users than Twitter in six months.

* International revenue growth is spiking, up 107% yoy.

+ Pinterest has a unique space in social media in that it isn’t particularly social and it exists as a virtual search engine for shopping.

* Social media advertising in selected key regions will grow from $99 billion in 2019 to more than twice that by 2023.

* While only 27% of marketers worldwide as of January 2018 used Pinterest - holiday shoppers consulted Pinterest more 3 times as much as Instagram.
Jun 17, 2019 - We added Veeva Systems to Top Picks on 7-Dec-16 for $42.75. As of this writing the stock is trading at $165.9, up 288%, nearly quadrupling for its entry as a Top Pick.
Jun 11, 2019 - Delta is a measure of probability -- and that makes it everything to option traders.
Jun 03, 2019 - If ever there was a Q&A session to read to better understand all of technology, this is it. Whether you follow Applied Materials or not -- reading this dossier makes you a better technology investor.
May 02, 2019 - The next generation of wireless network, 5G, is coming -- that is of little doubt. The question now is when, and whom will power it. When it's all said and done, even if it's a decade from now, we're looking at billions of connections working on hundreds of billions of connected devices. Today Tiernan discusses one novel infrastructure company in this space with a one-on-one interview with the CEO.
Apr 25, 2019 - This is a backtest that focuses on win rates, and less on average returns.
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