Digital Turbine Is Killing It
Digital Turbine is benefiting from revenue synergies and past deal implementations. It’s even growing in a stagnating mobile device and ad market. We see this continuing for years to come, […]
Digital Turbine is benefiting from revenue synergies and past deal implementations. It’s even growing in a stagnating mobile device and ad market. We see this continuing for years to come, […]
The company produced surprising Q2 results on the unexpected sale of two 200 Lean systems, and management has gotten more optimistic about the year. However, there are no 200 Lean […]
The company actually managed to turn profitable despite a pandemic induced headwind that cut 50% of their product sales. The good results were produced by an ongoing shift to SaaS […]
The company had a good second quarter and there are several tailwinds blowing, despite the residual uncertainty with respect to the pandemic. Gross profits are set to increase meaningfully in […]
Video traffic already had secular tailwinds and now a host of institutions and companies have been forced by events to make much greater use of video. The company is the […]
The company has a great business model that produces growth and significant operational leverage during good times. In that light, the shares are really quite cheap. But the economic fallout […]
Sketchers had a terrible quarter, which was no surprise. The surprise was that they did considerably better than expected. In the short-run, the shares are likely to move on the […]
Quarterly figures were bad as orders were pushed out because of the pandemic and the company didn’t sell any systems in the quarter. Underlying trends remain favorable although Q1 results […]
We’re providing you with analysis on small companies with unique capabilities, high-growth possibilities and/or are benefiting from significant operational leverage. The service gives you real-time actionable ideas, while using a […]
The shares once again exploded higher on an astonishing volume of 315M shares, which is 43x its average. The direct impetus seems to be some kind of deal with Samsung, […]