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Rising traffic acquisition costs and macro headwinds have led to stagnation. But given that half the market cap is in cash and short-term investments, the shares are not expensive. Underneath, there are slow improvements, driven by AI and a rise in organic traffic and less aggressive traffic acquisition. Source: Sogou Should Bottom Out Here – […]

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The company is an innovator in the combined memory and storage space (NVDIMM) and that’s validated by a deal with Samsung, but it’s unclear what the potential is here. The history of cash bleed, losses, litigation cost and really substantial dilution doesn’t bode well. The company wasn’t able to turn a profit in the up-cycle […]

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Much of Ebix’s business comes from EbixCash, its Indian subsidiary which generates most of its revenue through software platforms combined with third-party kiosks. This ‘phygital’ strategy is smart and reproducible on different segments, markets and even geographies. The company produces 30% operating margins and considerable free cash flow, even pays a dividend and has a […]

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The company is going gangbusters and in fact the whole sector is rapidly growing. The two acquisitions the company executed recently seem a good fit. Yet the weight of evidence is that the company is too aggressive with its backlog numbers and/or conversion rates. While as of yet, there isn’t any compelling evidence that management […]

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The shares of Cloudera have been stuck in a rut for quite some time, and the initial negative effects of the merger with Hortonworks have compounded this. This is because, in the short-run, negative effects outweigh the positive ones, but as these effects are one-offs, this will change. We think the shares are really too […]

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Senseonics’ Eversence continuous glucose monitoring product provides the company with a tremendous opportunity, but developing this market doesn’t come cheap. In order to accelerate acceptance, Senseonics is investing in a new program, but in the short term this is adding to costs. In our view, the company will still have substantial cash needs next year, […]

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We think that after some consolidation of recent strong gains, shares of Fulgent Genetics have further upside. The market for genetic testing is still in the early innings, and the company has established itself as a genuine supplier. The company is on the verge of becoming profitable, and the shares are still not that expensive, […]

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The company is well established in a growing market with a sensible three-pronged growth strategy that delivers substantial revenue growth. While the company is not yet profitable, it’s not far off either. The company is a little short on cash, so some further dilution seems inevitable, but with a modest valuation, we don’t see this […]

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Buying shares of a company plagued by large debts experiencing revenue growth mishaps is always going to be an act of faith at least in part. However, if the revenue stabilizes, the $30M of cost-cutting alone can go a long way to keep the company solvable, given the company produces considerable cash flow. But the […]

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Despite a lack of organic growth as it operates a mature business, the company has come up with a growth strategy. Growth for shareholders occurs mainly through accretive acquisitions and share buybacks, and this strategy is working. Q1 results and guidance surprised on the upside but the shares are likely to have to digest last […]

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