EDAP TMS: A Little Medical Growth Gem
The company is already growing sequentially, even if 2020 revenues were down on those in 2019. Still small in relation to a large and growing TAM, and working on an […]
Smith Micro: The Dominant Family Safety Solutions For Carriers
After Verizon renewed its contract with the competition, Smith acquired that business from Avast, making it the dominant player. This is distinctly second best to winning Verizon outright as there […]
TFF Pharmaceuticals: Not A Matter Of If, But When The Shares Will Run Much Higher
The company’s generic technology provides important benefits and is applicable in a wide range of situations. The company has two dozen shots at goal and is still adding. Cash isn’t […]
RealNetworks Turns A Corner
The company sells Napster, liberating itself from a stagnant legacy business and greatly improving its balance sheet. The company has a few growth jewels although it’s difficult to determine exactly […]
Peak Fintech Offers Compelling Value At These Levels
Another victim of the tech selloff, but company developments give basis for optimism. The company keeps on signing new deals and opening up new revenue streams, although these are in […]
R1 RCM Is Increasingly Entrenched In The U.S. Healthcare Sector, We See Further Upside
The company is getting ever more entrenched in the healthcare sector, growing with their customers, adding new ones, and adding new solutions and through M&A. Adjusted EBITDA growing much faster […]
Fulgent Will Thrive After The Pandemic
Investors are buffeted through the Covid testing bonanza and the prospect of these, good for 90%+ of revenues, disappearing, with the tech selloff to boot. This explains the extreme volatility […]
Sellers Of Inseego Are Missing The Shift Towards Enterprise And SaaS
The market fears that the pandemic related work from home growth spurt in the company’s sales has come to an end. While that might very well be true, we think […]
FlexShopper Has Come Out Unscathed
Our worries about deteriorating credit risk due to the pandemic haven’t materialized. At present, the company isn’t very profitable, doesn’t generate cash, and doesn’t have a strong balance sheet, but […]
Turnaround At SRAX Inc.
The company is clearing up its act, focusing on its small business SaaS IR platform, which has been fortified with the acquisition of LD Micro. Growth has returned, operational costs […]