September 30, 2015 by CC • Commentary

Yesterday, cloud computing vendor Workday (WDAY) held an analyst meeting, and the stock’s 5% decline today reflects investors disappointment. Let’s first get a sense for where the stock is and where it has been and …

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June 23, 2015 by Dan • Commentary

In late May I took a look at cloud based human resource applications provider Workday (WDAY) prior to the company’s Q1 earnings report, and concluded the following: the problem with WDAY is two fold, an …

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September 15, 2014 by Enis • Commentary

Event:  ADBE reports its fiscal Q3 earnings on Tuesday, Sept 16th after the market close.  The options market is implying about a 5.25% one day move, which is below both the 4 quarter average of about …

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July 9, 2014 by Enis • Commentary

AutoDesk has been one of the beneficiaries of the Software-as-a-Service investor phenomenon.  Investors have paid up significantly in valuation terms for stocks like ADSK and ADBE, which have shifted from a one-time software sale model …

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