SAPGF News and Press, SAP SE From 02/18/23

Summary VGI Partners Global Investments Limited is an Australia-based investment company. The Company’s Investment Strategy is to create a concentrated Portfolio, predominantly comprised of Long and Short Positions in global listed securities, actively managed with a focus on capital...

Summary Oracle's cloud business is growing fast, but its relative valuation doesn't fully reflect its potential success. Oracle's cost-efficient cloud services and SaaS/cloud applications can attract mid-market and enterprise customers, including small businesses with limited IT budgets...

Summary Docebo is an enterprise SaaS company that delivers learning management systems for corporations. The corporate learning solutions market has a long runway of high, greenfield growth. Docebo's strong execution DNA gives it a competitive advantage. Docebo is led by a found...

SAP SE (SAP) Q4 2022 Earnings Conference Call January 26, 2023 08:00 AM ET Company Participants Anthony Coletta - Chief Investor Relations Officer Christian Klein - Chief Executive Officer Luka Mucic - Chief Financial Officer Scott Russell - Head of Customer Succes...

The following slide deck was published by SAP SE in conjunction with their 2022 Q4 earnings call. For further details see: SAP SE 2022 Q4 - Results - Earnings Call Presentation

Summary BlackRock Capital Allocation Trust invests in a blended portfolio of stocks and bonds in an attempt to maximize total return and current income. The closed-end fund is likely to struggle to generate capital gains in the current environment, so income will be most of its returns....

Summary Ruane, Cunniff & Goldfarb’s 13F portfolio value decreased from $7.67B to $6.73B this quarter. The number of positions remained steady at 31. They added Capital One Financial and increased Meta Platforms while decreasing Taiwan Semi, Netflix, and Micron during the quar...

Summary IQDG is a large-cap, ex-US dividend growth ETF. 79% of asset value is in European companies. It is well-balanced across sectors, but quite concentrated in the top holdings. Past performance is underwhelming relative to its peers. IQDG's strategy and portfolio...

Summary Before Q3 FY ‘23 earnings results, DOCU shares were down more than (70%) YTD. DocuSign's Q3 results were strong, beating on both lines, and sending the stock up after hours. But new CEO Allan Thygesen has his work cut out for him trying to turn around the business. ...

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...