Voxbone and Dialpad Create the Future of Global Business Communications
Global Online Payment Methods: Full Year Report 2016-2017 - Research and Markets
Voxbone Announces Strategic Partnership with CafeX to Extend Reach of Chime™ Product
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.
We have doubts that the two firms will be able to reach agreeable merger terms and think that both will seek out other partners.
Given the tech sector's higher recent volatility and overvaluation, we're seeking wider margins of safety and established economic moats.
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.
The carrier has changed its name from France Telecom to better demonstrate the global nature of its business.
Investors should remain selective amid a generally uninspiring marketplace, while keeping an eye on secular themes.
The firm's strategy and market opportunities support our $100 per share fair value estimate and narrow moat rating.