\nInvestment rationale: Leading provider of electronic design software.Market positioning: Strong foothold in the PCB design software market.Risks and challenges
In the middle of 2024, Slack Investor had some cash from the sale of Altium (ALU) that needed investing. He had spread the amount into buying into some companies that he already had (TNE, CAR, SNL, NDQ, PME, TLX) and, he brought in some new blood (WEB, MP1, NCK, RMD, JNDX, BOT, RUL, DHHF). The
“I think it's fair to say you can't predict a straight line to victory. You know, there'll be good days and bad days along the way.” Dick Cheney, Vice President to George W. Bush from 2001 to 2009 Dick Cheney had a controversial career, one of his infamous bad days was when he accidentally shot
This continues the series of judgement - on a few calls by Slack Investor in recent blogs. The good and the bad are presented - to illustrate that you don't have to get everything right to be a successful investor. 15/01/2023 & 15/05/2023 -Nuns Know Best & Alignment I tried to make the case that
Australia is becoming a hotspot for ground-breaking innovations in the rapidly changing world of technology and innovation, and investors around the globe are taking note. It is a country with…
After the excitement of catching a fish there is the relatively unpleasant process of gutting the fish before things get exciting again - the cooking and the eating! Same with stocks, the financial media is full of "darling" stocks. However, Slack Investor likes to take a deep look into the entrails before parting with his
It is with very mixed feelings that Slack investor reports on the likely takeover of Altium (ALU) - one of his major holdings (16.6% of total Portfolio) - by the Japanese Renesas Electronics Corporation. Renesas will acquire all outstanding shares of Altium for a cash price of A$68.50 per share, representing a total equity value
Cadence Design Systems sees growth in AI-driven products and semiconductor IP, leveraging partnerships with Nvidia and Intel. Read why CDNS stock is a Hold.
Ron Shamgar of TAMIM Asset Management explains why the unity of WiseTech Global Ltd (ASX: WTC), Afterpay Ltd (ASX: APT), Altium Ltd (ASX: ALU), Appen Ltd (ASX: APX), and Xero Ltd (ASX: XRO), formerly called "the WAAAX group" ended; and the takeover of TASK Group Holdings Limited (ASX: TSK) started.
Renesas Electronics to acquire Altium in a $9.1B deal, signaling a transformative move that could strengthen market position and drive growth. Read more here.