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K. Liu's Week in Review

With the dawn of calendar Q2 ’19 upon us, earnings took a back seat to M&A this week with several tuck-in deals announced.

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Software IndustryKevin LiuApril 5, 2019
K. Liu's Week in Review

We began the week in Orlando, FL, where we attended American Software’s (AMSWA) Velocity Conference, the company’s first customer conference encompassing each of its four owned brands – Logility, Demand Solutions, NGC and Halo.

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Software IndustryKevin LiuMarch 29, 2019ADSK, AEYE, AMSWA, IZEA, MDB, PRGS, SCWX, SPLK, VRNT, ZEN
K. Liu's Week in Review

Heading into the final week of calendar Q1 ’19, two more secondary offerings priced this past week and a couple more acquisitions hit the tape.

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Software Industry, Stamps.com (STMP)Kevin LiuMarch 22, 2019BCOV, BL, CBLK, CDAY, MJCO, QADA, SHOP, SMAR, STMP, TEAM, TYPE, YEXT, ZUO
K. Liu's Week in Review

This past week was relatively quiet on the news front with one notable acquisition, a couple of secondary offerings and an IPO filing from PagerDuty, which provides a platform for automating incidence response and plans to list under the ticker PD.

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Software IndustryKevin LiuMarch 15, 2019ADBE, ASUR, CDAY, CLDR, COUP, DOCU, DOMO, EGAN, FFIV, MDB, MJCO, ORCL, PVTL, SNCR, SSTK
Stamps.com Announces Share Repurchase Plan

After the market closed today, Stamps.com (STMP) announced a new $60.0MM share repurchase plan.

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Stamps.com (STMP)Kevin LiuMarch 11, 2019STMP, e-commerce, logistics, PC Postage
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