Usio Is Close To Turning Profitable
Usio is firing on all cylinders and the company had its third consecutive quarter with positive adjusted EBITDA. The company is close to profitability. Management increased guidance again although the […]
Boom Time At Amtech Systems
The company has exposure to some segments benefiting from a secular growth trend. Much of the growth is coming from a cyclical upturn, which the company is well-positioned to benefit […]
Castlight Health: Tentative Signs Of A Turnaround
The company has been in the doldrums for years, but there are tentative signs that a strategic reorientation is starting to bear fruit. Winning new customers, reducing churn, upselling, and […]
Data I/O SentriX Sale Breakthrough
Q2 confirmed the cyclical upturn which we announced earlier, with all-round good figures in the quarter. We think we’re still in the early innings of this cyclical upturn, although there […]
Peak Fintech’s Promising Journey Of Becoming A Global SME Business Hub
Platform businesses, like Peak’s Cubeler platform, are like Swiss Army knives, with endless opportunities for expansion in myriad directions, leverage, and scaling. This is the journey on which Peak has […]
EDAP’s HIFU Progress Is Obscured By The Pandemic, But It’s Real
Favorable changes in market acceptance and reimbursement for the FocalOne have been obscured by pandemic headwinds. However, the company continues at breakeven because of strong growth in its distribution business, […]
Revival At MDC Partners; Stagwell Merger
MDC had a difficult year but is growing again strongly in Q2 and the merger with Stagwell boosts their digital acumen and presence. Stagwell kept on growing even during the […]
BioLife Solutions: The Whole Is Much More Than The Sum Of The Parts
The company enjoys strong secular tailwinds from a growing regenerative medicine market, gaining lots of new customers and seeing existing customers move through clinical phases. Acquisitions have added significantly to […]
360 DigiTech Is Priced For Disaster That Is Very Unlikely To Arrive
360 DigiTech is booming as new initiatives like their embedded finance model and SME lending are taking off. The shift to a capital-light model is providing a secular boost to […]
urban-gro: A Ground-Floor Opportunity In The Booming Indoor Agriculture And Cannabis Markets
urban-gro is very well positioned to benefit from the tailwind of two secular growth markets, cannabis, and the controlled environment ag markets. It operates in the less competitive and crowded […]