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LendingClub Has A Killer Business Model
LendingClub has an interesting, all-weather business model that produces several synergies. During difficult times, it can use the information generated by its marketplace to seek out the best risk/reward borrowers […]
Is The U.K. The Canary In The Coalmine?
The new UK government proposed an ambitious program of tax cuts and energy price caps, but they took the financial markets by surprise and they balked. The ensuing sterling and […]
The Labor Market Is Not The Source Of Inflation
For inflation to become ingrained, we need inflationary expectations to blow up and cause a wage-price spiral to take hold. Decades of losing bargaining power are making the labor market […]
The Fed Will Soon Be Done Tightening
nflation is mostly a supply problem, and these problems are difficult to tackle with demand policies but are sorting themselves out. There are few signs that inflation is becoming ingrained […]
SurgePays Is Ripe For A Short Squeeze
SurgePays has a rapidly expanding mobile broadband business that has increased subscribers from 30K at the start of the year to 220K now. This produces an $80M run rate and […]
Akoustis Technologies Has Long-Term Value
Akoustis Technologies, Inc. operates on the cutting edge of RF filter technology in growing markets, producing a secular tailwind of rising demand. This is demonstrated by raking in new customers […]
The Fed Risks Tanking The Economy
The Fed is embarking on an almost Volcker-style campaign to slain inflation once and for all, but we think they are overdoing it and risk a hard landing. Inflation was […]
Does ZIM Integrated Shipping Management Knows Something The Market Doesn’t?
The pandemic boom produced a cash flow bonanza that enabled the ZIM, a nimble container shipper, to deleverage and pay outsized dividends. However, with spot rates now collapsing in the […]
Some Headwinds For Sensata Technologies
The company has promising tailwinds from electrification and IoT but is going through a soft patch that might very well get worse near-term. However, the company still manages to outperform […]
Super Micro Computer’s Transformation Is Getting Legs
Super Micro Computer, Inc. is undergoing a successful transformation from one that offers products to a company that offers solutions. This is accompanied by an acceleration in revenue growth and […]