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• The company was plagued by what management described as execution problems and the shares sold off big time.
• While the direct financial impact doesn’t seem to warrant the extent of the share price decline, this exposed the possibility of wider competitive issues.
• Much of its business is facing tough competition in slow growing markets and price increases are not a long-term viable strategy.
• The company does generate lots of free cash which it can use to innovate out of these markets, and to some degree it is successful in doing that.

Source: LogMeIn Scores An Own Goal – LogMeIn, Inc. (NASDAQ:LOGM) | Seeking Alpha

• Finally SunPower is actually choosing its markets according to its core competencies, those in efficient panels.
• As a result, the company is exiting a number of markets and selling three businesses. We applaud this move.
• This should lead to significant improvements, even if the financial contours of these are not very clear yet.

Source: SunPower Concentrates On Its Core Competencies… We Applaud – SunPower Corporation (NASDAQ:SPWR) | Seeking Alpha

• Better times are ahead for Acacia, once the highflyer in the optical network sector.
• The company had been plagued by a slowdown of Chinese demand and lately also by the ZTE ban, but these headwinds have turned.
• We see a stock recovery following this, unless the trade spat between China and the US escalates.

Source: Recovery At Acacia – Acacia Communications (NASDAQ:ACIA) | Seeking Alpha

• Revenue decline is pretty ugly due to saturation in the smartphone market, but management promises growth returns in 2020.
• The company has to make increased inroads in the Android space to make up for the stagnation; it is succeeding, but not fast enough.
• Longer term, things look better with a couple of new products and a revival of the market, especially when 5G arrives.

Source: Temporary Stagnation At Cirrus Logic – Cirrus Logic, Inc. (NASDAQ:CRUS) | Seeking Alpha

• We have been amazed with the price decline in Electro Scientific for some time, as we didn’t see the severe downturn that was being priced in.
• And as it turns out, the company just keeps on humming along, raking in large amounts of cash flow in the process.
• In the meantime, it’s going to enter a bigger market later this year and while success isn’t guaranteed, this can further reduce the cyclical nature of the business.
• We still think the shares are too cheap here.

Source: Electro Scientific Was Priced For A Severe Downturn That Never Happened – Electro Scientific Industries, Inc. (NASDAQ:ESIO) | Seeking Alpha

• The Cypress 3.0 strategy gives the company a sensible direction and management’s execution so far impresses once again.
• Some of the company’s products are slowly getting a more ingrained position in growth markets.
• We think the shares are not expensive, especially given the dividend yield and massive cash flow.

Source: Cypress Impresses – Cypress Semiconductor Corporation (NASDAQ:CY) | Seeking Alpha

• It seems that we’re once again in a Solow Paradox world where we see incredible new tech all around us, apart from the productivity statistics.
• We look at three different explanations, not all of which we find convincing.
• At a micro level, change is happening and investors can seek out companies with high investments in technology as these tend to have higher gross margins.

Source: All That New Technology, Why Doesn’t It Boost Productivity Growth? | Seeking Alpha

• Sogou is rightly focusing on building core competencies (AI algorithms, most notably in speech and translation) and leveraging these.
• It also has a smart strategy for differentiating its search engine.
• We think the share price declines, most of them on some temporary factors, produce a buying opportunity.

Source: Softness In Sogou Offers A Buying Opportunity – Sogou (NYSE:SOGO) | Seeking Alpha

• Mohammed El-Erian has declared that the US alone has escaped the “new normal,” a concept he coined in 2009 to predict subdued growth for the post-financial crisis economies.
• Now that the US has reached “escape velocity” and people start coming back to the labor market, the Fed can keep on raising rates.
• We will argue this is both premature and contains considerable risks.

Source: A New, New Normal For The U.S. Economy? | Seeking Alpha

• Atlassian is priced to perfection, but so far that’s what shareholders are getting in terms of execution.
• The company is relentlessly focused on customer needs, which drive an out-sized R&D outfit that delivers, and some smart strategic decision-making.
• The high R&D expenditures prevent much operational leverage, but the company produces quite a bit of free cash flow (32% of revenue in 2018) nevertheless.

Source: Atlassian Is Priced For Perfection – Atlassian (NASDAQ:TEAM) | Seeking Alpha