ServiceNow: mission-critical, with no competition
Why do we strongly believe there is a very high probability that ServiceNow will remain a winner in enterprise services and workflows for decades to come, read on to understand.
Month: August 2020
Standing at the edge of a secular shift
The value of guiding a customer from a legacy on-premise offering into a cloud solution, is not a simple dollar-for-dollar exchange. In fact, the migration usually results in the customer spending 2-3x more with that vendor, but saving 20-50% overall as it is able to shed significant ancillary costs.
Scale Economics Shared – Digitally
Nicholas Sleep coined the “scale economics shared” model to identify Costco’s long-term advantages. He later found it had even strong applications to internet retailers, betting big on an “overpriced” Amazon in 2007. In today’s digitally accelerated world his observations are finally being reflected among mainstream investors.
Facebook’s E-Commerce Initiative
Instagram Shops allows small businesses to have a virtual shopfront that will eventually span across all of Facebook’s digital properties- Facebook, Instagram, Messenger and Whatsapp. This has the potential to re-shape the e-commerce space.
Part 1: Winning in the age of enterprise- digital transformation
While investors have faced a once-in-a-century stumbling block at the hands of COVID-19, the pandemic may prove to be a stepping stone to significant investment opportunity. In this two-part whitepaper, we examine a multi-decade, structural trend that is now accelerating as a direct result of the pandemic.
Can YEEZY bridge The Gap?
For The Gap Inc. (GPS), it has been a tumultuous past few years as it has faced a slow bleed to e-commerce. Recently though Kanye West and his fashion company YEEZY have formed an alliance with GPS. The stock market reacted positively to the news, but can YEEZY bridge the gap for investors?
Optum – a hidden gem in US healthcare
Read our analysis of UnitedHealth Group’s Optum business which is a capital-light, technology-enabled health services business leveraging distinctive capabilities in data and analytics, pharmacy care services, population health, health care delivery and operations.
Is the sun rising or setting on Facebook?
Facebook is a mature behemoth that is under intensifying risk of being penalised in a multitude of possible ways by regulators. Read on to know more about our analysis of this social media giant and where we feel it is headed.
Amazon Makes Money Everywhere
Amazon reported its quarterly financial results last week and for the first time in more than half a decade, and after significant investment, Amazon’s International segment recorded positive quarterly operating profit.
The simple realities of governing in a pandemic
As we learn that COVID-19 eradication may not be a near-term possibility for most nations, governments are faced with a major dilemma. Should large-scale government support for those who need it be continued? Or should public deficits and associated borrowings be limited to some designated level?
