IBM + Red Hat: Market is assuming a 20% chance of failing the acquisition

(Photo credit: Sankarshan) First of all, we have to get the context for this transaction. IBM (IBM) proposed taking over Red Hat (RHT) in a $30 billion deal. There are some specifics that must be covered. One of the most important is the fact that this is a friendly deal, i.e., the acquired management team is… Read More IBM + Red Hat: Market is assuming a 20% chance of failing the acquisition

Red Hat: Open Source Is A Great Business

Summary Two decades ago, no one would say that open-source would survive private code competition. However, open-source not only survived, as it also thrived. Red Hat’s business model, based on subscriptions and services, has delivered good margins.   (Photo credit: Sankarshan) Open source evolved, developing an entrenched market position For years I’ve heard enthusiasts talking about… Read More Red Hat: Open Source Is A Great Business

China, U.S. Tension Is An Opportunity To Boost Your Portfolio For The Long Term

Summary Trade tensions are boosting the USD. Trade tensions and debt crackdown are depressing the Chinese market. Fundamentally, China remains a long-term bet and the time for asset rotation might be approaching. (Photo credit: Gage Skidmore) Let’s face it. China is on the rise; it is already one of the centers of a multi-polar world. However, trade… Read More China, U.S. Tension Is An Opportunity To Boost Your Portfolio For The Long Term

Illumina: Lower Sequencing Costs Are Unleashing A Genetics Mega-Trend

Summary Genetics will be one of the future branches of healthcare. The technology might be complex, but investors shouldn’t dismiss it on that ground. There are already great business models around this technology that should make investors salivate.   Usually, the technology field is populated by a special type of investor. Because of the jargon… Read More Illumina: Lower Sequencing Costs Are Unleashing A Genetics Mega-Trend