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It pays to be number 2 – Microsoft

This week, we revisit Microsoft – the company that always seems to come in 2nd, and how that has worked to its advantage. If you are interested in a more in-depth discussion about Microsoft’s turnaround under Satya Nadella’s leadership, you can read about it here. It’s good to be number two Last year, the CEOs

India’s latest export: Freshworks

Today we discuss India’s latest export: Freshworks’ upcoming US IPO. Investing in a software-as-a-service (SaaS) company is, in some ways, less challenging than investing in other types of companies. SaaS companies have common characteristics that make it easier for investors to gauge the health of said company, even without having domain expertise. If you do

Having your cake and eating it too: Amazon and Palantir

This week, we discuss the increasing trend of companies “having their cake and eating it too”: Amazon and Palantir. Having your cake and eating it too As the saying goes, you can’t have your cake and eat it too – but what if you can? Warrants When one company establishes an economic relationship with another