Duos Technologies Is Back On Track
After a very difficult year, the company seems back on track. But the share price has already reflected a considerable part of this. Management has revamped operations and accounting in […]
Selecta Biosciences Has Multiple Shots On Goal
The company offers its ImmTOR platform with its ability to decrease specific immune system responses which can improve the performance of multiple therapies. We like these kinds of ‘multiple shots […]
MiX Telematics Comes Out Of The Pandemic Unscathed
The company suffered during the pandemic as multiple customers reduced their fleet size, although profitability was maintained surprisingly well. Management is optimistic that we’ve seen the last of that, but […]
Eltek Will Recover From A Temporary Setback
The company faces some headwinds from the pandemic in India and a lack of critical material but despite this, they even managed to remain profitable. But these constraints are likely […]
Rent-A-Center Deserves A Higher Valuation Multiple
A boost in growth is the result of a smart acquisition, growth initiatives, pandemic support and opening up of the economy. Digital solutions and big data analytics could structurally lift […]
Inseego Is Set For A Big H2 Comeback
5G and SaaS managed cloud more than doubled, now 44% of revenue and gross margin expanded 560bp y/y as a result, yet we’re only in the early innings here. Another […]
Digital Turbine: As Good As Trade Desk And Roku, But A Lot Cheaper
Given the tremendous rally, one might think that the smart money was already made in this stock, but we’re only in the early innings. We think this company is on […]
360 DigiTech Is Valued Like A Bank But Should Be Valued Like A Fintech Platform
While revenue growth came in a little soft, the company is still growing pretty fast and FY2021 outlook wasn’t changed. The company has plenty of growth tailwinds and initiatives to […]
SRAX Has Plenty Of Room To Run
SRAX’s Sequire SaaS IR platform is growing at a very rapid rate and is already profitable on a stand-alone basis. The company’s balance sheet has improved tremendously, and it isn’t […]
Synchronoss: Slow Progress Could Suddenly Accelerate
There is progress, albeit fairly glacial, in new customer wins, expansion at existing customers and margin expansion, limiting the downside from here. Yet the company has undeniable large opportunities in […]