Here's the latest quarterly reshuffle of our portfolio holdings. Strategies The great Crabtree Technology portfolio rebalancing act
We analyze our quantitative model every three months, and make adjustments. Strategies Here’s how we rebalanced the Crabtree Technology model
The all-cash offer by German software maker SAP resulted in an instantaneous 25% jump in Ariba’s share price. Strategies How our model scored big with the Ariba takeover