Digital Turbine Seems Unstoppable
A terrific quarter from a terrific company, selling at a terrific valuation. We don’t think one should be overly intimidated by the undoubtedly very steep valuation, growth isn’t going to […]
Intelligent Systems Is A Solid Buy
On the surface, the company hasn’t made much progress since landing the Apple card. However, the company has already another big win which will start to produce revenue in H2 […]
Marketplace Contributors 2021 Top Ideas – Part 1
We are trying something new this year where we share and track the 2021 Top Ideas from our Marketplace contributors. We start off with our Tech/Growth and Value stock contributors […]
All Systems Go At MTBC, Except The Share Price
The company quickly squeezes cost out of its acquisitions, which also generate revenue synergies. Acquisitions also provide new customers, segments, products, and capabilities; the whole is getting bigger than the […]
Things Are Warming Up At Kopin
Kopin produces cutting edge technology solutions which are used in microdisplays like AR and VR goggles. The company’s main market is the military where its solutions have been selected in […]
Things Are Just Beginning At Peak Fintech
The company services a market that is really quite opaque, lending to small businesses in China. It brings needed transparency with the help of data and a digital platform. The […]
FormFactor Is On A Solid Growth Path
The company is benefiting from a resurgence in the chip industry, with ever more electronics going into ever more things. Being at the forefront of technology enables it to grow […]
Verb Technology: An Interesting SaaS Marketing Play
The company offers interesting interactive video solutions for boosting online marketing and sales. Their tech is integrated with a number of CRM, ERP and marketing packages, most notably Salesforce and […]
Semler’s Unique 50%+ EBITDA Margin Is A Thing To Marvel At
The pandemic blip seems all but a distant memory for the company even if not all of the risk has cleared. The company just keeps growing and producing awe-inspiring margins, […]
Despite The Rally, The Shares Of Avid Are Still Too Cheap
The turnaround at Avid Technology is gathering pace even in the face of pandemic headwinds that reduced revenue. The increase in subscription service, margin expansion, cost decline and strong free […]