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Entries from October 2020

United Microelectronics On The Rise

October 15th, 2020 · No Comments

The company has done very well since our last inspection. It has mastered the art of ROI-focused decision-making. There is a secular tailwind with ever more silicon going into ever more stuff. Industry supply and demand balance matters for capacity utilization. This matters for capacity utilization and ASPs, and is not under management’s control. Given […]

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Tags: UMC

Entegris Keeps On Growing

October 8th, 2020 · Comments Off on Entegris Keeps On Growing

To the surprise of management, there was almost no impact of the pandemic in Q2. The company is benefiting from structural tailwinds that are set to last, with wafer growth and content per wafer as drivers. The company generates substantial amounts of cash. Source: Entegris Keeps On Growing (NASDAQ:ENTG) | Seeking Alpha

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Tags: ENTG

MTBC: The Healthcare IT Roll-Up King

October 8th, 2020 · Comments Off on MTBC: The Healthcare IT Roll-Up King

Operating in a fragmented market the company has developed a well-rehearsed acquisition playbook that turns companies around quickly. The acquisitions also add numerous cross-selling opportunities and the company is gradually turning into a more sophisticated, integrated healthcare IT platform. The shares are attractively priced although the acquisitions are mostly financed through high-yielding preferred shares, a […]

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Tags: MTBC