Workday (WDAY) is a provider of software as a service for human capital management, financial management and big data analytics. It was founded by Aneel Bhursi and Dave Duffield. Bhursi was the chief strategist at PeopleSoft and Duffield was the founder and CEO of PeopleSoft. Founded in 1987, PeopleSoft initially focused
It is said that a picture is worth a thousand words. As investors contemplate investments for 2014, a must-see chart is comparing Europe to the United States. In 2013, the U. S. market has been very strong. Mean reversion is common among markets. In other words, markets that have been
On December 12, the Patently Apple AAPL website was first to report that Apple had filed for a restaurant-related patent. The stock market smelled what was cooking. The stock of Open Table, which specializes in restaurant reservations, fell from a high of $80.20 to a low of $74.65 before staging a mild recovery. In social
Cloud computing is hot. Even lay consumers who hadn’t heard of it only a year ago, not only know about cloud, but now they use it every day. If you are an Apple AAPL iPhone user, you are probably using iCloud. If you are a Google GOOG Android user and using
I have a bad habit of regularly studying a wide variety of boring documents ranging from central bank reports to obscure economic indicators. Lately, it has been difficult to find anything positive about Europe. Since media is full of negative information about Europe, there is no point in regurgitating the
SAP (SAP) is strong today because Jim Cramer recommended SAP on his show. When Jim Cramer recommends a stock such as SAP, it is usually best to sell into the hype, wait for a pull back and then buy if appropriate. The point is that those inclined to
SAP AG (SAP) and Oracle (ORCL) hold a duopoly in providing Enterprise Resource Planning systems to large corporations. SAP last quarter earnings were excellent and projections were great. It is important to understand that when a software company such as SAP states that it sees great