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Entries from July 2018

Carvana: The Amazon Of Car Buying?

July 15th, 2018 · No Comments

The company is doing a make-over of the used car market, with an interesting business model. The model has substantial leverage built in, some of which is already appearing even if the company is still in the hyper-growth build-out phase. Customer acceptance depends on quality assurance and seamless buying experience, and there are promising signs […]

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Tags: CVNA

IsoRay Has Exciting Prospects

July 15th, 2018 · No Comments

The shares of the cancer therapy producer were buffeted by FDA approval and dilution. Their Cesium-131 based brachytherapy solutions show a lot of promise, not only in combating prostate cancer where they get most of their revenues. The company has a chance to scale up with the FDA approval, but they will have to speed […]

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Tags: ISR

Staffing 360 Solutions Could Be Acquiring Its Way Out Of Debt

July 15th, 2018 · No Comments

The shares of Staffing 360 Solutions increased four-fold in a single day, on what seems to be fairly mundane acquisition news. However, digging deeper, two similar acquisitions last year are likely to have substantially boosted EBITDA and, perhaps, also cash flow. The last acquisition might even be better. The market is suddenly realizing the company […]

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Tags: STAF

ShotSpotter Is Unstoppable

July 15th, 2018 · No Comments

The company has an attractive technology for which there is a large market and little competition. Growth is very substantial and the company is already generating operational leverage and are close to profitability. While the shares are expensive, substantial growth, market entrenchment and opportunities, and improving operational metrics justify a high valuation. Source: ShotSpotter Is […]

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Tags: SSTI

Ferrari Still Has Room To Run

July 8th, 2018 · No Comments

Shares of Ferrari are up almost 35% this year, but they came off their highs on trade tensions recently. We don’t think there is much room for further multiple expansion, there already has been a lot of that. But there are still enough other levers for the company to get the share price higher. Nearby […]

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Tags: RACE

PAR Technology’s Emerging SaaS Businesses Could Be Gems

July 8th, 2018 · No Comments

The shares of PAR Technology have doubled in less than half a year. Based on the aggregate numbers, there is nothing to warrant such a rise; in fact, one could say quite the contrary. However, beneath the surface there are two growing SaaS businesses which could develop into little gems. The company doesn’t make this […]

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Tags: PAR

eGain’s Epic Rally Is One For The Record Books

July 8th, 2018 · No Comments

The shares have increased almost ten-fold in the past 12 months. The main driver is the company’s transformation into a SaaS business platform. We think the shares are now fully valued. Source: eGain’s Epic Rally Is One For The Record Books – eGain Communications Corp. (NASDAQ:EGAN) | Seeking Alpha

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Tags: EGAN

Acxiom Is On A Tear

July 8th, 2018 · No Comments

The company exceeded expectations for the sale of its AMS business at $2.3B, which was almost equal the entire market cap at the time of announcement. The company that’s left, LiveRamp, is just one quarter, but it’s growing much faster albeit having considerably worse margins. But these margins are improving rapidly and the remaining company […]

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Tags: ACXM

Can China Withstand A Trade War?

July 6th, 2018 · No Comments

Trade tensions are escalating between the US and China, and Trump argues that the US can’t lose. The Chinese economy is vulnerable at the moment, plagued by large debts which authorities are attempting to reign in and a worsening emerging market climate. The US government might be tempted to think that, given this weakness, China […]

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Tags: China · Trade

Is IPG Photonics Still A Buy?

July 6th, 2018 · No Comments

We think the shares are due for a technical rebound as they’ve sold off 15%+ and hit support levels. The company is still growing revenues fast, and cash flows even much faster. But revenue growth is going to slow down, so we don’t see much in the way of further multiple expansion. Source: Is IPG […]

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Tags: IPGP