All Research


Title Date Pages
Globant (GLOB): Argentinian IT and software development firm rides a wave of growth with a unique offering 2015-10-11
Guidewire (GWRE): Vertical software leader in the P insurance industry 2015-10-11
Infosys [INFY]: Could potentially do well in the near term; longer term prospects are still unclear 2015-10-11
Luxoft (LXFT): Differentiated by its domain and client focus approach 2015-10-11
EPAM Systems (EPAM): The largest IT offshoring firm in Central and Eastern Europe offers superior talent at a lower cost 2015-10-11
Cognizant (CTSH): Revenue growth driven by market share gains and an expanding addressable market 2015-10-11
ANSYS (ANSS): A leader in engineering simulation; Waiting for an Inflection in Usage 2015-10-11
Accenture (ACN): Best In Class IT Services Provider 2015-10-11
Oct 5 - Oct 9, 2015 2015-10-09
GHRA, Bill Wilt, Alan Zimmermann to Launch Insurance Research 2015-10-09
Roper continues to inch up breakup list, some Elliott names in the spotlight, a passing grade for Icahn at Freeport [ROP, EMC, CTXS, IPG, FCX, TDY, CFX] 2015-10-08
Yum! defense shredded by China miss, Platform Holdings preparing to hibernate, another lame duck sale? [YUM, PAH, MNK, ENS, JCI, LII, ABI, SAB, CFX] 2015-10-07
Lions Gate shows up as promised, Freeport gets out carving knife, a surprising coaching change at DuPont [LGF, STRZA, FCX, DD, MJN, BHI, XRX] 2015-10-06
GE whiz - Peltz finally gives up his secret, Potash decides against going a bridge too far, Lockheed has a CSC inkling? [GE, POT, LMT, CACI, SAIC, BCO, WFM] 2015-10-05
Catching up with Brookdale, considering whether XPO passed through capitulation, spinning and winning at the Garden [BKD, XPO, DISH, MSG, MSGN] 2015-10-02
Sept 28 - Oct 2, 2015 2015-10-02
Icahn reaches for his sword, SanDisk flashes onto the buyout list, MTB finally gets its stamp of approval [FCX, SNDK, PAH, MTB, ASH, AA, HUN] 2015-10-01
Recent Ideas to Highlight: NRG, BKD, THC, AWAY, ESL, MNK, MCD, AKRX, ARMK, NTAP 2015-09-30
Starboard takes aim Advance Auto, Cytec deal in line for an award, "Platform" revolt lands on Nomad [AAP, BAX, CYT, NHL, HOT, LPLA] 2015-09-30
Seeing a little smoke over Seattle, Yahoo charging forward, MGM not laying down just yet, deal interloper stories not panning out [MSFT, YHOO, MGM, ATML, SLH, ENDP, NRG] 2015-09-29

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