Avid Technology: Selloff Provides An Opportunity
Solid growth stock with a leading market position and solid finances. Shift towards SaaS subscriptions has a long way to go, improving margins and cash flow. Recovery in integrated solutions […]
SRAX Is Booming, Except The Share Price
The company’s Sequire platform is booming and operationally profitable already. Their majority stake in BIGtoken will likely get under 50% so they don’t have to consolidate results and their figures […]
Digital Turbine’s Shares Remain Very Undervalued
Multiple parts of their business are experiencing hyper-growth. All three recent acquisitions are growing rapidly and are profitable and accretive to profits and cash flow, with cost and revenue synergies […]
Peak Fintech Has Little To Fear From Chinese Regulators
Chinese regulators have frightened investors with surprisingly tough interventions in private and listed companies, even taking on whole sectors of the economy. On closer inspection, there is method in the […]
Peak Fintech Still Provides A Ground Floor Opportunity
The business model scales very well and provides a win-win-win situation for the parties involved. For a relatively small company, they are involved with a surprising amount of heavy hitters, […]
TFF Pharma’s Platform Is Highly Relevant In The Battle Against The Pandemic
The shares of TFFP have slumped, most likely as a result of disappointment over an absence of a deal with one of the top mRNA vaccine producers. However, besides a […]
Aehr Test Systems: It Is Going To Be A Very Fun Year
The company has reached an inflection point with a commanding competitive position in Silicon Carbide and rapidly rising market acceptance. It’s also gaining success in other growth segments like Silicon […]
Headwinds Could Turn Into A Storm
A much more contagious variant can wreak havoc in no time even in countries with high vaccination rates, as the Dutch and British experience shows. Most of the vulnerable people […]
Regulatory Onslaught, Can 360 DigiTech Survive?
Given the slump in the shares and their extreme valuations, a disaster seems to be pricing in. While that can’t be entirely excluded, it seems unlikely to us but this […]
Tandem Diabetes Care’s International Growth Accelerates
The company enjoys a secular tailwind from a growing market, combined with a solid market position and plenty of expansion opportunities. The company benefits from margin expansion and operational leverage […]