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Entries from November 2019

Par Technology Is Our Top Pick

November 13th, 2019 · No Comments

The company is a curious combination of businesses: one that sells defense stuff mostly to the government, the other two sell POS hardware and software to restaurants. It’s the POS SaaS software platform Brink that is the jewel, and new management coming in has recognized that, changing things for the better. Brink has multiple growth […]

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Tags: PAR

It’s Not Too Late To Get On Board With PaySign

November 11th, 2019 · No Comments

PaySign is fast growing, profitable and generates cash, and the growth is set to continue for the foreseeable future. The company leverages its core capabilities in new segments and expands the capabilities, leading to leverage and rising gross margins. There is also a significant amount of operational leverage, so profits grow even faster than revenues. […]

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Tags: PAYS

Telaria’s CTV Bonanza Is Continuing Unabated

November 8th, 2019 · No Comments

The company’s growth engine, its programmatic CTV business, is growing at triple-digit rate and raking in 88% gross margin. This growth is only in the early innings and is much faster than the CTV market overall and also boosts the company’s eCPM. The company keeps investing in technology to solidify its position and extract even […]

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Tags: TLRA

Eros International: An Emerging Indian Streaming King

November 8th, 2019 · No Comments

The company is in the midst of a transition towards a subscription-based streaming model, temporarily depressing revenues. But the growth in paid subscribers and registered viewers is large. The company also has a large and growing number of national and international distribution deals. Valuation multiples are very modest, but risk-averse investors might want to wait […]

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Tags: Uncategorized

Another Stellar Quarter At Intelligent Systems

November 8th, 2019 · No Comments

The company is going from strength to strength, raking up another impressive quarter. The company sprouts an unprecedented 44% operating margin, even when it’s hiring and laying the foundations to accommodate more big customers. Valuation multiples aren’t excessive, although due to the lumpiness of license income, visibility isn’t perfect. Source: Another Stellar Quarter At Intelligent […]

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Tags: INS

Ceragon’s Recovery Will Only Happen In H2 2020

November 8th, 2019 · No Comments

The company is supposed to be a big beneficiary from the 5G network build-out, but this is happening much slower than hoped, especially in its largest market, India. As a result, revenues came in very soft, and a meaningful recovery isn’t expected before H2. So, it looks like dead money for a while. But the […]

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Tags: CRNT

Amazon’s Edge In Edge Computing Can Be Blunted By The Telecom Carriers

November 5th, 2019 · No Comments

The emergence of 5G and IoT has opened a flood of applications that are latency sensitive, tremendously boosting the growth of edge computing. A division is likely to emerge where most of the processing of data like AI inference is taking place at the edge. The public cloud will remain for storage and large computation […]

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Tags: AMZN

Zebra Technologies: Tailwinds Continue

November 4th, 2019 · No Comments

Despite moving most of its supply chains and sourcing out of China, a costly operation, the company produced good Q3 results. Zebra Technologies is well-positioned to benefit from increased digitalization of business and the increasing importance of software and AI solutions underpinning this. This shift and the company’s cost discipline generate considerable leverage, with earnings […]

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Tags: ZBRA

There Is No Economic Rationale For Brexit

November 2nd, 2019 · No Comments

Brexit has so exhausted British politics and society that many would want to see it disappear, whatever the solution. This has moved the debate to “get it done,” which has almost completely obscured the economic rationale. Economic damage has already been done, and this will get worse. The only mitigating impact could come from a […]

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Tags: Brexit