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Broadsoft (BSFT) Still No Bargain At $9
The core question for Broadsoft investors to answer is to what extent they will be successful in building a business that is based on usage charges versus sales of their complex software and maintenance.
Revolve Group Spins The Fashion World
Our Present Future Value suggests new IPO Revolve shares should trade near $30 in the after-market. The valuation might be high for a “clothing company” but it’s low for a technology marketing company.
They've Highly Caffeinated Luckin Coffee
Luckin Coffee aims to be “the number 1 coffee company in China” and their staggering growth suggests they will get there. But will it be a pyrrhic victory?
Fastly Joins The New Enterprise SaaS Group
Although described as a CDN Fastly is really more like software-defined networking in the cloud.
Lyft Looks Like A Hot Mess
There’s been plenty written about the Lyft IPO scheduled to price Thursday after the close and open for trading on Friday.
Private Rail And The USA
Virgin Trains USA is planning a $500M IPO this week to become something of a private force in the build-out of private train systems in parts of the US.


Latest Comments
Dollar’s Ride Is About To End
8 years ago

Interesting but am not convinced. I don't follow Japan closely but against a developed world basket if currencies the USD looks pretty good to me. It's had a big run given that EUO has gone from $17 to $20 in the past couple of months so probably needs a rest.

The US economy may not be surging but overall the US prospects appear better than many, possibly even China in the short term. Euroland is still structurally screwed up and while the EUR has had a great decade as a currency I wonder about it from here (at least relative to the USD.)

A USD/EUR of $1.15 or so feels right. Maybe a little lower. I think $1.40 is an upper band and $1.05 a lower one. I don't often do anything with currencies but a few months back got long EUO and will stick with it as long as the US appears to be better off than other developed economies.

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AAPL Apple Inc.
BABA Alibaba
BCOV Brightcove Inc
BSFT BroadSoft Inc.
CSOD Cornerstone OnDemand Inc.
GLUU Glu Mobile Inc.
RWLK ReWalk Robotics



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