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Quick Thoughts: SaaS-mageddon

No one said it would be a smooth ride. The SaaS subsector hit a massive speedbump on Thursday night, as a sharp deceleration in contract signings by DATA and soft guidance by LNKD took 40%+ off of their market caps

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TMT: 2Q 2015 Earnings Preview

1Q15 shook things up with unexpectedly weak digital ad spending and an unexpectedly strong shift to the enterprise cloud. This quarter, we expect digital ads to get back on track in the US against somewhat muted expectations, with the cloud

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Test Import

SEE LAST PAGE OF THIS REPORT Graham Copley / Nick Lipinski FOR IMPORTANT DISCLOSURES 203.901.1629/203.883.1927 gcopley@/nlipinski@ssrllc.com February 2nd, 2015 SSR Industrials & Materials Monthly Review, January 2015 Tone of Earnings More Pessimistic than Expected – Cue the Negative Revisions The

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CVS, MCK, RAD, WBA: How WBA or CVS can fight narrowing retail networks – buy RAD

US retail pharmacy dispensing margins have grown to a point at which forcing them lower is a priority for drug benefit designers. Because the US has roughly 34% more pharmacy outlets than it needs, this can be (and is being)

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Quick Thoughts: MSFT – Mobile First, Cloud First, CHECK!

–     MSFT revealed details on Windows 10 – tight integration btw phones, PCs and Xbox; free upgrade for Windows 7 & 8 users; traditional look but modern functionality; a powerful new browser, etc. –     Free upgrade will drive fast adoption,

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ABBV HCV Regimen Approved; Further Upward Revisions to Consensus Likely

ABBV’s HCV regimen was approved Friday with a clean label reflecting the safety and efficacy characteristics that would be expected based on published clinical trials List pricing of $83,319 is 12% below Harvoni; however we believe Harvoni sells at roughly

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Quick Thoughts: Twitter Stops the Bleeding

–        TWTR answered its doubting investors with a strong analyst day, offering new detail on its operations, articulating its long term strategy, and setting ambitious long term financial goals. –        Management revealed that its 284M MAUs are buttressed by an

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Barry Ritholtz on Apple’s Growth, Paul Sagawa

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