Early last week we wrote about SolarWinds and the potential for another leg to drop. SolarWinds has a long road to recovery. Cyberbreaches of that sort don't engender customer trust and often lead to significant customer churn. What other companies may be at risk of a cyberbreach? Tickers mentioned: AMZN, AVGO, CERN, EFX, EXPGF, FICO, … Continue reading SolarWinds Is One of Many Cyberbreaches to Come
S&P Global Reported to Acquire IHS Markit
A few years ago we recommended that IBM (tkr: IBM) roll-up certain Information Services assets to complement its Infrastructure Services business. In the meantime the Information Services space is rolling up itself with S&P Global (tkr: SPGI) working to acquire IHS Markit (tkr: INFO) as reported by the Wall Street Journal. Tickers mentioned: CCC, DNB, … Continue reading S&P Global Reported to Acquire IHS Markit
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