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  1. Voxbone and Dialpad Create the Future of Global Business Communications

    Voxbone and Dialpad Create the Future of Global Business Communications

  2. Global Online Payment Methods: Full Year Report 2016-2017 - Research and Markets

    Global Online Payment Methods: Full Year Report 2016-2017 - Research and Markets

  3. Voxbone Announces Strategic Partnership with CafeX to Extend Reach of Chime™ Product

    Voxbone Announces Strategic Partnership with CafeX to Extend Reach of Chime™ Product

  4. Tech and Telecom: M&A Heats Up, and the Cloud Changes the Landscape

    Mergers and acquisitions are ramping up (as are rumors), but with the sector slightly overvalued, we stick to fundamentals and seek firms with established economic moats.

  5. We Wouldn’t Bet on Dish Network, T-Mobile Merger

    We have doubts that the two firms will be able to reach agreeable merger terms and think that both will seek out other partners.

  6. Tech and Telecom Sectors: Time to Be Selective

    Given the tech sector's higher recent volatility and overvaluation, we're seeking wider margins of safety and established economic moats.

  7. Friday Five: A Balanced View on Twitter, a Long View on Yum

    This week we raised our fair value for Twitter, maintained our fair value for Yum Brands in the wake of bad news, and sized up T-Mobile's newest suitor.

  8. Orange Juiced by International Growth

    The carrier has changed its name from France Telecom to better demonstrate the global nature of its business.

  9. Our Outlook for Tech & Communication Services Stocks

    Investors should remain selective amid a generally uninspiring marketplace, while keeping an eye on secular themes.

  10. F5's Growth Is Far From Over

    The firm's strategy and market opportunities support our $100 per share fair value estimate and narrow moat rating.

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