Earlier this afternoon I received the following letter from SciQuest’s lawyers regarding my coverage of the company. I will let you read the letter first, and then share with you my response. Here was my reply: Thank you for your letter dated August 13th, 2015. I will be equally succinct; I stand by my research […]
August 7, 2015
In my June 2nd post Hawaii moves away from the NIGP Code . . . will other states follow?, I shared the news that the State had decided to begin using NAICS instead of the NIGP taxonomy. While some have questioned whether a transition to UNSPSC would have been a better move, the underlying focus of the […]
August 3, 2015
“I have enjoyed reading your notes on Sciquest. Seems like the only way the stock can go up at this point is if they sell the company because the fundamentals of their higher education segment sound like they are getting worse! Do you have any sense for the Board of directors and whether they are […]
July 30, 2015
“Analyst objectivity and accuracy is an issue that is frequently debated. Much of the criticism appears to focus on the business relationships between analysts and the technology providers that are the subjects of their research. In short, analyst firms often rely heavily on revenues from the technology providers they cover.”* In yesterday’s post, I revealed the […]
July 29, 2015
In my interview with Shel Israel back in 2010, we discussed how Twitter would monetize its growing popularity. The segment was aptly titled Can Twitter Make Money. For those who are unfamiliar with Israel, he is one of the country’s foremost authorities on social media, having co-authored the book Naked Conversations, How Blogs are Changing […]
July 28, 2015
I have received numerous comments regarding my last couple of posts, particularly as it relates to a free press and the prevalence of native advertising or content. You should check out the John Oliver commentary on native advertising through the following link; https://www.youtube.com/watch?v=E_F5GxCwizc In the meantime, the reference in yesterday’s post to the falling knife analogy got […]
July 27, 2015
“Those who try to catch a falling knife only get hurt.” – old Wall Street adage In a recent Nasdaq website article titled The 5 Biggest Stock Market Myths, reference was made to a study which concluded that “Most market prognosticators are notoriously inaccurate.” The article also went on to say that with the advent of […]
July 25, 2015
The other day I received an e-mail from Fast Market Research under the heading “New Market Research Report: SciQuest, Inc. (SQI) – Financial and Strategic SWOT Analysis Review.” When I clicked on the link – which I have included for you above, I was taken to a press release. You already know how I feel […]
August 14, 2015
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