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It’s up by 45.78% since its inception less than five months ago. It has already quite a few positions that have nearly doubled, doubled, or even almost tripled. Out of 27 stocks, there are only 3 declining stocks, a difficult thing to achieve given that a lot has to go right for high-risk, high-reward smallcaps […]

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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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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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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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While the company has experienced headwinds from the pandemic, growth is already returning. The company has a solid growth trajectory generating 90% gross margins and increasing amounts of free cash flow. It’s dependent on one solution which is a bit of a risk (although low, in our view) but it’s working on another one. Source: […]

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The company was buffeted by the crash in energy prices but swift management action in Q2 managed to turn the situation around. While the company still has a large debt, they do generate a lot of excess free cash flow which enables them to decrease leverage further from the present 4.3x level. Amazingly, even after […]

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The company offers an innovative device that produces non-invasive HIFA treatment for prostate cancer with other applications to follow. Despite the pandemic and reimbursement which is yet to be settled, the company is still managing to sell these devices. An increasing installed base will increase the stream of revenue from consumables. The company isn’t bleeding […]

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The company produced very good Q2 results that moved the stock significantly higher. However, to a considerable extent, this is due to a temporary low in operating costs. These will increase in H2 again. That doesn’t mean this isn’t a well run company that is likely to gain market share, they will. Source: Issuer Direct […]

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The company suffered an onslaught through the pandemic which was partly masked by an acquisition. However, it’s cementing its alliance with Microsoft in search through increasing cooperation and two acquisitions are putting its struggling ad business on a new footing. Recovery might not be instant, but the pieces seem in place and the shares aren’t […]

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Don’t take the recent euro strength at face value, it’s simply the result of US rates finally plunging to zero. Behind the euro facade is the fact that much of Southern Europe is basically insolvent with the ECB underpinning their public finances as buyer of last resort. Funny enough, this ECB buying will become much […]

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