PAR Technology Is Transforming Into Something Much Better
The company almost hid a booming SaaS business, but under new management this is changing and it’s given a big boost. Brink, which is cloud POS software, is one of […]
The company almost hid a booming SaaS business, but under new management this is changing and it’s given a big boost. Brink, which is cloud POS software, is one of […]
Its bread and butter business is benefiting from network effects, the result of the company’s independent position as the Switzerland of data onboarding. This is still in the early innings, […]
There has been a remarkable turnaround in the perception of the dangers of public deficits and debts. This has gone from extreme alarm at the beginning of the decade towards […]
The company is doing better than expected and guides for 20%+ growth this year with positive profits and cash flow to boot. The company has two major market opportunities with […]
Teladoc is a big player in the rapidly rising virtual care market, which is still in the early innings. The company has multiple growth avenues in front of it, like […]
Despite a disappointing Q1, we think Boxlight is still an attractive buy as the bad quarter isn’t likely to be the harbinger of a structural problem. There was a nice […]
We argued that the company is a ground-floor opportunity on the regenerative medicine revolution, which is just in the early innings. The company is winning dozens of new customers a […]
It is difficult to see the Chinese caving to the demands of the Trump government, which seem to involve a wholesale change of China’s economic model. Either some middle ground […]
The company is enjoying structural tailwinds as ever more electronics go into ever more stuff, as well as an enhanced market presence after a significant acquisition. Recent weakness in some […]
Critics are making too much about Pareteum’s supposedly large problem with the quality of its backlog. Management itself implicitly acknowledges the problem and has guided accordingly. There is no data […]