Ebix Is Booming In All But The Share Price
A complex, fast growing multiple platform company, mostly in travel, finance and insurance, with large potential economies of scale and scope. The company is also a serial acquirer and many […]
A complex, fast growing multiple platform company, mostly in travel, finance and insurance, with large potential economies of scale and scope. The company is also a serial acquirer and many […]
The company has delivered stellar Q2 results with a large earnings beat as a result of operational leverage and a good reception of the new collections. Pricing and really good […]
The company’s platform is increasingly sophisticated and sticky, opening new revenue streams, so we expect growth to continue to be brisk. The figures are plagued by currency headwinds but underlying […]
Growth of its CorPath GRX robotics system is taking off as physician and patient acceptance is growing, with revenue doubling from a year ago from a small base. Growth is […]
The company has suffered some downdraft from the trade war and its retail business, but the latter is an ever shrinking part so it should become less important. The company […]
The company basks in 35% organic revenue growth and nearly 90% gross margins, even without expected catalysts. The sunsetting of Sprint’s legacy app will come some day, but SafePath’s growth […]
Despite accelerating revenue, the shares were slaughtered on new financing. From a revenue growth perspective, things look very good, but the company is still bleeding cash and that’s not going […]
The trade war threatens a zero-sum game of tit-for-tat race to the bottom in which everybody will be worse off. The tariffs have put upward pressure on the dollar which […]
The increasing strategic importance of digitalization is a powerful tailwind for the company. Its SaaS business model enjoys huge gross margins and gives it plenty of opportunities for up-selling. There […]
Cognizant’s core growth seems to be slowing, and it hit some turbulence in the first quarter as its two main segments experience cost pressures. The company does have things going […]