Posted On January 24, 2017
Vonage (VG) is helmed by a fantastic CEO who has done a masterful job of capital allocation over the last three years The company has three segments with wildly different outlooks and financials, and that disparity plus the legacy overhand of people thinking of VG as a dying consumer phone company could mask the underlying […]
Posted On January 24, 2017
Vonage (VG) is helmed by a fantastic CEO who has done a masterful job of capital allocation over the last three years The company has three segments with wildly different outlooks and financials, and that disparity plus the legacy overhand of people thinking of VG as a dying consumer phone company could mask the underlying […]
Posted On January 23, 2017
Quick Summary Tucows is buying Rightside’s eNom division for $84m The deal appears to be a win/win for both companies I may have only written this article to indulge my fascination with the one day stock chart and/or to quickly break my plans for the blog. You decide. One of my plans for this blog […]
Posted On January 23, 2017
Quick Summary Tucows is buying Rightside’s eNom division for $84m The deal appears to be a win/win for both companies I may have only written this article to indulge my fascination with the one day stock chart and/or to quickly break my plans for the blog. You decide. One of my plans for this blog […]
Posted On January 22, 2017
Quick Summary The whole Unified Communications space (UC) is undergoing a massive shift to an internet driven, SaaS-like model The decline in traditional premise based sales has masked the growth in Shoretel's UCaaS segment and likely left Shoretel trading at a discount to its SOTP. The potential cost synergies from Shoretel merging with a strategic […]
Posted On January 22, 2017
Quick Summary The whole Unified Communications space (UC) is undergoing a massive shift to an internet driven, SaaS-like model The decline in traditional premise based sales has masked the growth in Shoretel's UCaaS segment and likely left Shoretel trading at a discount to its SOTP. The potential cost synergies from Shoretel merging with a strategic […]
