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Entries from December 2019

Improvements At Neos Therapeutics Aren’t Reflected In The Share Price

December 30th, 2019 · Comments Off on Improvements At Neos Therapeutics Aren’t Reflected In The Share Price

The company’s revenues are growing at 40% while the share price is lingering. The revenue growth has also brought a remarkable margin expansion in both gross and operating margins. Cash outflows have been reduced significantly as a result and are likely to diminish further. Source: Improvements At Neos Therapeutics Aren’t Reflected In The Share Price […]

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Tags: NEOS

Sangoma Technologies Has Further To Run On A Shift To The Cloud

December 27th, 2019 · Comments Off on Sangoma Technologies Has Further To Run On A Shift To The Cloud

Sangoma, a unified communications solutions provider mostly to small and medium-sized businesses has been on a tear. The spectacular revenue growth is mostly the result of acquisitions, but operational improvements show that these are being integrated well. As the company shifts towards more recurring revenues and the cloud, we see further upside for the shares, […]

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Tags: SAMOF

A Golden Opportunity To Turbo-Charge Telaria’s CTV Growth

December 27th, 2019 · Comments Off on A Golden Opportunity To Turbo-Charge Telaria’s CTV Growth

The all-stock merger between Telaria and the Rubicon Project is highly complementary and liable to create the biggest sell-side platform in the market. The combined company will be very reasonably priced for a market leader with a healthy balance sheet and likely to generate substantial amounts of cash. Telaria’s CTV business is growing at triple-digit […]

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Tags: RUBI · TLRA

Alphatec Has Surged, But Not Without Cost

December 23rd, 2019 · Comments Off on Alphatec Has Surged, But Not Without Cost

The company’s fortunes, and those of its shareholders have greatly improved on the back of a host of new products and a revamping of its sales channels. While these positive trends are likely to endure, they have required significant investments. With operational leverage and a turn in cash flow not in sight and substantial dilution […]

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Tags: ATEC

Stage Stores: A Tremendous Turn-Around Still In The Early Innings

December 23rd, 2019 · Comments Off on Stage Stores: A Tremendous Turn-Around Still In The Early Innings

Stage Stores is converting all of its department stores to the off-price format next year, after having converted a number of stores already. With multiple things going on (sales, closures, conversions) and on the basis of limited data, we nevertheless conclude that conversions are likely to be the biggest factor in the turn-around. Given the […]

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Tags: SSI

Teladoc Had Further To Run

December 18th, 2019 · Comments Off on Teladoc Had Further To Run

Teladoc Health is the market leader in the burgeoning virtual healthcare market, which is in the early innings of its growth trajectory. The company has multiple avenues for growth, not only adding clients but especially increasing services which increases up-sell opportunities and visits. While the shares are not cheap, there is a considerable amount of […]

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Tags: TDOC

Adesto Technologies Will Rise Again

December 18th, 2019 · Comments Off on Adesto Technologies Will Rise Again

Some temporary headwinds knocked Adesto shares well off the late summer’s highs. We think the fall is exaggerated, underneath the hood we find a healthy company with multiple avenues to grow. The margin expansion is particularly impressive and is likely to continue. Source: Adesto Technologies Will Rise Again – Adesto Technologies Corporation (NASDAQ:IOTS) | Seeking […]

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Tags: IOTS

The Unending Artificial Boom

December 18th, 2019 · Comments Off on The Unending Artificial Boom

Austrian economics invariably predicts gloom and doom as a result of policy intervention, which by definition create “artificial” booms and bubbles. Events on the ground have forced even some of its proponents to now admit that these can last much longer than many thought. However, we don’t need the Austrian perspective for that insight, and […]

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Tags: Economic Policy · Economics

Boxlight’s Temporary Headwinds Open Up A Buying Opportunity

December 18th, 2019 · Comments Off on Boxlight’s Temporary Headwinds Open Up A Buying Opportunity

The company was buffeted some temporary headwinds, a technical problem with the introduction of a new product and new contract moving out to Q4 and Q1. The temporary headwinds and a big rise in receivables pushed the cash situation in problematic territory. Boxlight can overcome these problems and in a longer-term perspective the shares are […]

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Tags: BOXL

HubSpot Still Has Considerable Upside

December 11th, 2019 · Comments Off on HubSpot Still Has Considerable Upside

The shares have been a victim of a larger SaaS selloff and some temporary headwinds. We see the latter gradually lifting. While the shares are not cheap and, therefore, have limited valuation multiple expansion room, they still have lots of upside. This will have to come from operational leverage through S&M and increased cash flow […]

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Tags: HUBS