George O'Connor’s Post

On Tuesday (26/3) a firehouse of results washed over us. On the podium; @BigTechnologies, GetBusy plc, K3, Kooth Digital Health (United Kingdom), @Pebble Beach Solutions, Softcat plc, TruFin plc and Xaar with FY Trading Updates from CML Micro and ZOO Digital Group plc. Our breathless review of the 10 shows positive financials, a ho-hum share reaction (average +3.6%) a nuanced (bobbing up & down) KPI review (see below) but few signs of continued deterioration. In addition, we take a deeper dive into the latest financials from Accenture (21/3), Computacenter (20/3) and Hostelworld Group

The long and the short of IT

The long and the short of IT

goconnor.substack.com

Anthony Miller

Exited founder; Investor; Advisor to UK tech start-ups and scale ups; Self-styled 'Antidote to tech industry hype’; Born-Again Brazilian!

7mo

FireHOSE maybe? :)

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