I am neutral on Broadcom (AVGO) as its strong competitive positioning and strong growth and profitability momentum are largely offset by its valuation multiples, which currently trade at a premium to ...

Braze, Inc. (NASDAQ:BRZE) is included in our list of the 12 Best Beaten Down Technology Stocks to Buy According to Wall ...

Viaplay made big losses in Q4, mainly down to the full acquisition of Allente Group, as sales slipped for full year 2025 but ...

My recommendation for Dropbox is a hold rating due to its structurally disadvantaged position against larger competitors like OneDrive and Google Drive. Despite its competitive challenges, DBX remains ...

Magnite's Q2 results were disappointing, with soft CTV growth and non-cash expenses weighing on margins. Despite a stabilization in digital advertising, SSPs are struggling due to revenue mix shift ...

Kevin Leo is the Principal Partner of Acceleventi and is a renowned Innovation, Strategy and Positioning Speaker and Venture Investor. In the highly competitive environment of modern business, many ...

While the firm has struggled at the hand of intense competitive pressures, challenging category dynamics, and some self-inflicted missteps over the past few years, we think its wide moat positions it ...