VCLO News and Press, Simplify Volt Cloud and Cybersecurity Disruption From 07/19/22

Cerberus is a managed cybersecurity and compliance company with a strategy to expand rapidly through acquisitions and offer a full range of services across key industry verticals. However, it is operating at a loss and, given that debt exceeds cash, money has to be raised through an e...

Management teams will likely need to learn to do more with less. A rising tide of valuations, coupled with excessive use of stock compensation, has helped to keep a lid on labor expenses. This environment will likely bring prolonged pain to the more speculative corners of the mark...

Snowflake has seen continued growth as operating leverage has come to a standstill. The company has seen shares come under pressure as well, just like the rest of the technology sector. While naturally being appealed to share price declines, I am not yet convinced to pull the trig...

As companies adjust to inflation, rising interest rates, and a likely economic slowdown, investors are struggling to compute future earnings and the impact on stock valuations. Broadening the sources of stability can help diversify risk and return potential. Geopolitical risk and ...

Teladoc has failed to recover from the guidance shock in 1Q-22. Sales growth slowed at a scary pace in 1Q-22, suggesting that guidance risks have increased. Teladoc’s stock remains hopelessly overvalued. Teladoc Health, Inc. ( TDOC ) is experiencing a sign...

Fastly's revenue growth is declining. It seems unlikely the company will hit its long-term targets. The company is highly unprofitable and loses cash from its core operations. Management changes and low cash burn will let the company attempt a turnaround. Investment ...

Datadog recently reported a very strong start to the year, with revenue growth of 83% YOY and non-GAAP operating margin of 23%. 2022 guidance was nicely raised above expectations, and with the company's history of beating and raising, more upside could be yet to come. Valuation is...