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Entries from May 2018

TripAdvisor’s Green Shoots, Can They Last?

May 22nd, 2018 · No Comments

With all the potential of a platform business model and the large amount of users TripAdvisor always had enormous potential. But the company hasn’t done too well yet, struggling to find the right formula. But the latest quarter shows signs of gradual improvements and some parts of the business which are actually taking off. Source: […]

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Tags: TRIP

SHU Portfolio: There Is A Bright Light At The End Of The Inseego Tunnel

May 22nd, 2018 · No Comments

The company’s financial results are still marred by the decline of the legacy MiFi business. But the restructuring has paid off already and the company already has several businesses growing at a significant pace. Their aviation business already has accumulated big contracts, but these take time to ramp. Even the MiFi decline can easily turn […]

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Tags: INSG

Atlassian Too Expensive? Who Are We To Say So

May 22nd, 2018 · No Comments

SaaS Business software companies offer some of the best business models and growth opportunities in the markets. The business model simply offers companies like Atlassian so many levers for increasing growth. Yet valuations are often sky-high, and Atlassian is certainly no exception, it is required to keep on growing into its valuation. Given the sky-high […]

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Tags: TEAM

Argentinian Canary In The Coal Mine?

May 22nd, 2018 · No Comments

Argentina seems to be the first victim of a more difficult international climate for emerging markets. In a way, this is somewhat surprising as the country isn’t on the brink of a default and there aren’t bank runs and the economy still grows, this isn’t 2001. However, there are no easy solutions and should the […]

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Tags: Emerging Markets

SHU Portfolio: Trade Desk Taking On Google And Facebook

May 21st, 2018 · No Comments

The company is growing much faster than the markets and had a blow-out quarter. They seem to know where the market is heading and are positioning themselves well ahead of the curve. While valuation is substantial, it’s not yet constraining and we feel the shares have much further to run, given the growth opportunities the […]

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Tags: TTD

Ubiquiti Powers On Aided By 2 Growth Levers

May 17th, 2018 · No Comments

Ubiquiti is a company with a curious business model that has its skeptics and critics. But on the basis of past history, that business model delivers powerful results. The company is able to introduce new products that often have market beating features, delivered with very little operational spending. This produces very good margins and plenty […]

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Tags: UBNT

Synaptics Is Cheap And Positioned Well For A Rebound

May 17th, 2018 · No Comments

The company is buffeted a bit by shortages and a soft mobile market. We believe these are mostly transitory problems, apart from perhaps the somewhat declined prospects for their in-display ID sensor. Mobile growth will resume, and the transition to IoT and automotive is proceeding nicely. We think the shares are fairly cheap here, and […]

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Tags: SYNA

A Lost Year For Intevac?

May 17th, 2018 · No Comments

The company has been hit by delays in two of their markets, but it looks like these are temporary. However, the company doesn’t show any sustained positive cash flows, which we still find a little worrying despite the very healthy balance sheet and lack of dilution. Long term the company will have to cope with […]

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Tags: IVAC

Intrusion Turns A Profit, But It’s Not For The Faint-Hearted

May 17th, 2018 · No Comments

Internet security player is seeing its fortunes turn after a strategy change, focusing on its legacy product. The company even turned in a considerable profit. While encouraging, it’s not yet entirely clear whether this is a decisive trend change, so it’s only for risk tolerant investors. Source: Intrusion Turns A Profit, But It’s Not For […]

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Tags: INTZ

Electro Scientific Is Priced For The Worst-Case Scenario

May 14th, 2018 · No Comments

Another booming quarter has the company raking in record profits and cash. While these boom times can’t last, the company is much better placed to deal with any cyclical downturns than in the past. And they are expanding their footprint into other markets. Source: Electro Scientific Is Priced For The Worst-Case Scenario – Electro Scientific […]

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Tags: ESIO