Category: Internet

NetComm Wireless Limited (NTC.AX)

NetComm Wireless Limited (NTC.AX) develops and sells broadband products for telecommunications carriers, core network providers, system integrators, and government and enterprise customers worldwide. The company operates in two segments, Machine to Machine (M2M) Business and Broadband Business. The Machine to

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2U, Inc. (TWOU)

2U, Inc. (TWOU) provides cloud-based software-as-a-service (SaaS) solutions for nonprofit colleges and universities to deliver education to students. Its cloud-based SaaS platform solutions include online campus, an online learning platform that enables its clients to offer educational content together with

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ServiceNow, Inc. (NOW)

ServiceNow, Inc. (NOW) provides enterprise cloud computing solutions that define, structure, manage, and automate services for enterprises worldwide.

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Equinix, Inc. (EQIX)

Equinix, Inc. (EQIX) is a publicly owned real estate investment trust, one of the largest landlord for data centers. It provides data center services to protect and connect the information assets for the enterprises, financial services companies, and content and network

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Alarm.Com (ALRM)

Alarm.Com (ALRM) is a platform solution for the connected property. The Company offers a suite of cloud-based solutions for the smart home and business, including interactive security, video monitoring, intelligent automation and energy management. The Company operates through two segments:

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TEGNA Inc. (TGNA)

TEGNA Inc. (TGNA) has a portfolio of media and digital businesses that provide content.  As of December 31, 2016, its media business included 46 television stations. Its Digital business segment consists of four business units, including Cars.com, CareerBuilder, G/O Digital and Cofactor.

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Trading of YY

YY is a great company, a leader in China’s new Live Show on PC and mobile phones.  The revenue and profits are in high number ( RBM 6 Billion and 2 billion roughly for 2016), and growing fast. PE is

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Mellanox Technologies (MLNX)

Mellanox Technologies, Ltd. (MLNX) is a fabless semiconductor company. The Company is an integrated supplier of interconnect products and solutions based on the InfiniBand and Ethernet standards. The Company operates in the development, manufacturing, marketing and sales of interconnect products segment.

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HubSpot, Inc. (HUBS)

HubSpot, Inc. (HUBS) provides a cloud-based marketing and sales software platform.

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NetEase (NTES)

NetEase (NTES) is a leading online game company in China. Together with Tencent, they own about 70% of China online game market (2016). Its share prices have gone up 1000 times in the past 14 years !

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