PLAN News and Press, Anaplan Inc. From 09/13/20

It has been a number of weeks since I have written to you, my loyal readers, and I feel I have been remiss. The truth is the title above has been very painful to contemplate let alone publish. This notion has perhaps been the virtual boulder that needs to be rolled away, in order for me to get...

This article is part of a series that provides an ongoing analysis of the changes made to Ole Andreas Halvorsen’s 13F stock portfolio on a quarterly basis. It is based on Viking Global’s regulatory 13F Form filed on 08/7/2020. Please visit our Tracking Ole Andreas Halvorsen&...

Cloud-based planning software provider Anaplan (PLAN) recently reported strong second quarter results that beat analyst estimates. In the current crisis, Anaplan is focusing on building a more robust planning community that will help it grow in the longer run. Anaplan's Financials Revenues...

This article is part of a series that provides an ongoing analysis of the changes made to Chase Coleman’s Tiger Global Management 13F stock portfolio on a quarterly basis. It is based on Tiger Global’s regulatory 13F Form filed on 08/14/2020. Please visit our Tracking Chase ...

This article is part of a series that provides an ongoing analysis of the changes made to Stephen Mandel's 13F portfolio on a quarterly basis. It is based on Mandel's regulatory 13F Form filed on 08/14/2020. Please visit our Tracking Stephen Mandel's Lone Pine Capital Portfolio article for...

Shares of cloud-based enterprise-planning software company Anaplan (NYSE: PLAN) rose 34.9% in August, according to data from S&P Global Market Intelligence . The stock went up after a late August second-quarter earnings release that surpassed expectations. Unlike many other software-as-...

Cloud computing is red-hot right now but it's one of those overnight successes that were years in the making. Decades, even. The idea of running intense computing processes in a data center and presenting the results in a web browser or mobile apps over the internet started to make sense way bac...

This year, the majority of enterprise software stocks have sort of been late bloomers. Though software stocks have outperformed versus the broader market all year, their gains have lagged behind the internet and e-commerce names that investors had bet would benefit from the stay-at-home orders...

Amid the coronavirus pandemic and an economy stuck in recession as a result, U.S. stock market indices have come roaring back to all-time highs. You can thank technology stocks for that. Though the world is far from being in a good place at the moment, security, cloud computing, and digital pay...

After a terrible market meltdown in March, U.S. stock indices have come roaring back and are making new all-time highs. With the economy overall still down in the dumps due to COVID-19, it's the digital economy that's largely responsible for the rally.  Given how quickly many stocks have r...