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29 99 Analyst reports
by martyc
Jan 19, 2018 11:15:16 GMT -6
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NEWBookmarkLockedFalling SaaS HCM market
martyc 4 327 by martyc
Jun 24, 2017 9:01:57 GMT -6
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NEWBookmarkLockedFalling Unified Communications
martyc 10 302 by martyc
Oct 28, 2017 8:42:49 GMT -6
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NEWBookmarkLockedFalling Edge Computing
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martyc 38 1,227 by martyc
Jan 28, 2018 13:05:46 GMT -6
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NEWBookmarkLockedFalling SaaS Enterprise market
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martyc 15 615 by martyc
Jul 7, 2017 6:39:45 GMT -6
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NEWBookmarkLockedFalling SaaS Collaboration segment
martyc 11 472 by martyc
May 28, 2017 14:52:40 GMT -6
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NEWBookmarkLockedFalling Blockchain as a Service BaaS
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martyc 18 1,201 by martyc
Dec 15, 2017 17:10:33 GMT -6
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NEWBookmarkLockedFalling Market research
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martyc 101 3,969 by martyc
Feb 2, 2018 8:30:55 GMT -6
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NEWBookmarkLockedFalling $ORCL Oracle Cloud
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martyc 42 1,675 by martyc
Feb 16, 2018 8:30:11 GMT -6
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NEWBookmarkLockedFalling Cloud Tracks
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martyc 32 2,935 by martyc
Feb 16, 2018 8:52:04 GMT -6
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NEWBookmarkLockedFalling $NTNX Nutanix
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martyc 81 3,037 by martyc
Jan 25, 2018 8:50:54 GMT -6
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NEWBookmarkLockedFalling $BL BlacklLine Inc
martyc 11 372 by martyc
Feb 16, 2018 7:58:05 GMT -6
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NEWBookmarkLockedFalling $MULE Mulesoft
martyc 14 376 by martyc
Feb 16, 2018 7:41:09 GMT -6
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NEWBookmarkLockedFalling $TWLO Twilio, Inc
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martyc 26 1,044 by martyc
Feb 14, 2018 7:16:19 GMT -6
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NEWBookmarkLockedFalling $NEWR New Relic
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martyc 16 565 by martyc
Feb 7, 2018 8:55:29 GMT -6
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NEWBookmarkLockedFalling $APTI Apptio
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martyc 19 513 by martyc
Feb 5, 2018 18:27:30 GMT -6
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NEWBookmarkLockedFalling $NOW ServiceNow
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martyc 19 789 by martyc
Jan 31, 2018 20:03:39 GMT -6
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NEWBookmarkLockedFalling $VMW VMWare
martyc 10 226 by martyc
Jan 31, 2018 14:37:46 GMT -6
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NEWBookmarkLockedFalling $SAP
martyc 14 615 by martyc
Jan 30, 2018 17:54:21 GMT -6
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NEWBookmarkLockedFalling $ADBE Adobe
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martyc 19 799 by martyc
Jan 5, 2018 17:26:28 GMT -6
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NEWBookmarkLockedFalling $CRM Salesforce.com
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martyc 22 1,228 by martyc
Jan 5, 2018 17:16:49 GMT -6
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NEWBookmarkLockedFalling $WDAY Workday
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martyc 17 539 by martyc
Jan 5, 2018 17:15:25 GMT -6
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NEWBookmarkLockedFalling US Gov: Modernizing Government Technology Act
martyc 2 776 by martyc
Dec 18, 2017 11:38:22 GMT -6
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NEWBookmarkLockedFalling Sony Media Solutions Division
martyc 0 25 by martyc
Dec 14, 2017 18:40:37 GMT -6
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NEWBookmarkLockedFalling $CLDR Cloudera
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martyc 18 761 by martyc
Dec 14, 2017 11:50:25 GMT -6
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NEWBookmarkLockedFalling Blockchain: Disrupting to disrupt the cloud?
martyc 1 33 by martyc
Dec 13, 2017 11:42:42 GMT -6
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NEWBookmarkLockedFalling Cloud Infrastructure Revenues
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martyc 15 563 by martyc
Dec 3, 2017 11:43:37 GMT -6
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NEWBookmarkLockedFalling FedRAMP
martyc 6 43 by martyc
Nov 24, 2017 10:32:19 GMT -6
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NEWBookmarkLockedFalling Uber Cloud Partner
martyc 3 83 by martyc
Nov 21, 2017 17:49:27 GMT -6
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NEWBookmarkLockedFalling Enterprise CRM market
martyc 0 29 by martyc
Nov 6, 2017 9:19:46 GMT -6
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NEWBookmarkLockedFalling SaaS Database as a Service
martyc 3 110 by martyc
Oct 28, 2017 8:07:59 GMT -6
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NEWBookmarkLockedFalling $MDG MongoDB
martyc 8 126 by martyc
Oct 28, 2017 8:02:06 GMT -6
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NEWBookmarkLockedFalling Smartvue
martyc 1 53 by martyc
Aug 29, 2017 17:41:10 GMT -6
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NEWBookmarkLockedFalling Hybrid Cloud
martyc 12 425 by martyc
Aug 3, 2017 6:44:55 GMT -6
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NEWBookmarkLockedFalling $VG Vonage
martyc 10 542 by martyc
Jul 15, 2017 10:49:32 GMT -6
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NEWBookmarkLockedFalling SaaS Access Management
martyc 0 52 by martyc
Jul 7, 2017 6:31:20 GMT -6
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NEWBookmarkLockedFalling milCloud 2.0
martyc 3 93 by martyc
Jun 26, 2017 14:33:02 GMT -6
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NEWBookmarkLockedFalling SaaS: HCM Talent Management
martyc 0 176 by martyc
Jun 24, 2017 8:53:26 GMT -6
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NEWBookmarkLockedFalling Master Data Management Solutions
martyc 2 131 by martyc
May 13, 2017 10:11:32 GMT -6
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NEWBookmarkLockedFalling Enterprise Data Centers
martyc 1 55 by martyc
May 5, 2017 17:22:19 GMT -6
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NEWBookmarkLockedFalling Business Process Svcs BPaaS
martyc 6 186 by martyc
May 3, 2017 7:37:11 GMT -6

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martyc: Looks like we should have! Feb 22, 2018 10:27:29 GMT -6
Gene Editing: SGMO CC tomorrow do we expect a deal ? Feb 20, 2018 23:40:36 GMT -6
Under: Marty..head south and golf some. Great job! Jan 5, 2018 17:43:55 GMT -6
martyc: seekingalpha.com/instablog/400846-marty-chilberg/5090750-core-investment-approach-2018 Dec 26, 2017 12:45:26 GMT -6
Under: Been on the sidelines for a bit holding (building) cash. Now that "BIGLEY" has rolled out the tax plan its time to jump in. Dec 21, 2017 19:06:02 GMT -6
martyc: Looks like you are buying Msft again! Dec 15, 2017 11:23:29 GMT -6
martyc: The news that Trump called Rupert to congratulate him sure seems to indicate that this is heading to approval Dec 15, 2017 11:22:23 GMT -6
Under: DIS finally getting some traction.? Dec 14, 2017 17:08:45 GMT -6
martyc: I took an entry level position in DIS. Will add eventually to overweight when it becomes clearer that the deal will go thru. Can't believe how well positioned they will be. 60% Hulu. 20% of content watched on NFLX they can pull. More in thread Dec 14, 2017 11:05:16 GMT -6 *
Under: Great posts on $DIS Dec 13, 2017 17:50:49 GMT -6
Under: $ROKU Citron on a war path. Nov 28, 2017 15:11:20 GMT -6
martyc: Wrote a couple blogs on streaming content. This one is probably most useful seekingalpha.com/instablog/400846-marty-chilberg/5074802-direct-consumer-content-still-king Nov 21, 2017 18:57:38 GMT -6
Under: $HAS takeover bid for $MAT? Nov 10, 2017 16:16:07 GMT -6 *
martyc: Not looking like the market will provide any discounted opp for SGMO. Call was just too professional and all signs indicate they are on a great path for commercialization. Happy with core but wish I had some trading shs Nov 10, 2017 9:04:05 GMT -6
martyc: For anyone looking to find an entry point into SGMO, I'm almost hoping is sells off in next few days so I can add more. They are really clicking but the fact they haven't signed new deals might cause some to exit. Watching as I have room for trading shs Nov 9, 2017 18:28:09 GMT -6
martyc: Been an interesting ride so far. I figured the Bears would be about this good but hoped the O wouldn't look so lame. Another building yr but still possible to get to 8-8 IMO Nov 9, 2017 18:26:08 GMT -6
Under: whats up with your Bears this year Marty? Nov 9, 2017 17:35:25 GMT -6
martyc: Hope you were long ROKU. I wanted to see Q first so missed out Nov 9, 2017 7:08:53 GMT -6
Under: $ROKU pops AH Nov 8, 2017 17:07:56 GMT -6
martyc: seekingalpha.com/instablog/400846-marty-chilberg/5067522-cloud-tracks-alphabet-q3-2017 Nov 7, 2017 12:32:02 GMT -6
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