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As a Research Fellow with Coburn Ventures I am privileged to receive their periodic missives. The group covers a lot of ground and their grasp of the “changes” in the technology world are always insightful and compelling. Between portfolio strategy and coverage of individual companies members also contribute book reviews and thought pieces. [...] Pre-announcements. Mid-Quarter Updates. Estimate revisions. Rating changed. Price target moved. A few weeks before earnings season kicks in to high gear there’s always a parade of analyst reports that hit the streets and they all pretty much sound like this: “Our proprietary channel checks suggest [...] |
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