SAPGF News and Press, SAP SE From 12/06/22

Summary The investment world is governed by a complex network of compliance and regulations. CWAN offers a comprehensive platform. CWAN enjoys a strong network effect as it scales. For further details see: Clearwater Analytics Holdings: Helping Asset Manage...

Summary We're bullish on Intuit. We believe the stock pullback creates an attractive entry point via Intuit into the financial software industry. We expect Intuit's two main products (QuickBooks and TurboTax) to continue seeing demand tailwinds as the company grows its small-to-me...

Summary Fisher’s 13F portfolio value decreased from ~$141B to ~$133B in Q3 2022. They added Charles Schwab and increased Nvidia, Morgan Stanley, and Goldman Sachs while decreasing Salesforce, Visa, Alibaba Group Holdings, Novartis, Verizon, and Tencent Holdings. The top...

Guidant Global Receives SAP Global Intelligent Spend and Business Network Partner Excellence Award 2022 for SAP Fieldglass Managed Service Provider PR Newswire Award presented at SAP Spend Connect Live 2022 DETROIT , Nov. 8, 2022 /PRNewswire/ ...

Summary Recruit is an interesting HR investment alternative compared to legacy vendors such as ADP, Workday, and SAP. The great resignation has been a massive tailwind for Recruit, as its HR technology segment nearly doubled to $7.7 billion in annual revenue. By 2030, the glob...

Summary Adobe and Salesforce are two leaders in a strong growing market, both with their specific opportunities and risks, for which investors are paying different prices. Adobe reported a superior performance over the past years, greatly outperforming Salesforce, and while both c...

SAP SE (SAP) Q3 2022 Earnings Conference Call October 25, 2022 8:00 AM ET Company Participants Anthony Coletta – Chief Investor Relations Officer Christian Klein – Chief Executive Officer Luka Mucic – Chief Financial Officer Scott Russell...

Summary For the three months ending September 30, 2022, the Mayar Responsible Global Equity Fund (Class A) was down -11.69% net of all expenses and fees. High market volatility has continued during this quarter as the pain caused by a combination of supply shocks, high inflation, ...

Summary The global macro and geopolitical landscape have changed significantly over 2022, leading to fears of stagflation. Amid fears of weakness, cloud providers have also seen some demand challenges. We look through the major players to see how the market has evolved and the...

Summary Investors are flocking to USD, and most foreign currencies are now weak. On the surface, investment implications seem slight, but it is quite the contrary. This article will highlight the current market implications and ways that a strong USD influences foreign assets....