I am a former sell-side analyst with over 10 years of experience in the German small & mid-cap software market. Most of the German companies I cover, I know for years and have been closely working with the management. To uncover investment opportunities in other regions and profit from the overall growth dynamics in the software industry, as a transition to SaaS and cloud is evolving, I am expanding my coverage to include other European and North American software players.My goal is to write insightful and thorough research articles (à la sell-side style) for the companies I am either invested or considering investing in. I am based in Frankfurt, Germany.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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