All Reports


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October 14, 2022

Building Out Its Next Frontier on the Edge

By Steven Fox

On Wednesday (10/12), Dell Technologies (DELL; $34.99; E/W) introduced Project Frontier, which is a software platform for edge compute applications that the company sees seamlessly integrating with its hardware portfolio (e.g., commercial PCs, servers, gateways)….

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October 14, 2022

Folding in Another Non-Restaurant Category Opportunity

By Steven Fox

Yesterday, DoorDash (DASH; $45.91; E/W) announced a tie-up with CleanCloud, which is a point-of-sale (POS) software platform, in order to offer on-demand delivery and pickup services for laundromats and dry cleaners. This announcement is another…

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October 12, 2022

Still on Doom Patrol into Q3 EPS Season

By Steven Fox

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October 11, 2022

Another Regulatory Scare to Consider

By Steven Fox

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October 10, 2022

LYFT – Blog Post Clears Some Air

By Steven Fox

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October 4, 2022

SWVL: More Positive EBITDA Progress

By Steven Fox

This morning, Swvl Holdings (SWVL; $0.89) announced that its business in five of its ten largest geographies turned adjusted EBITDA positive or are at least at breakeven for the month of August, including or Egypt,…

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October 3, 2022

More Support for the Swvl Mission

By Steven Fox

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