Grid Dynamics has been in a strong position helping other companies in their digital transformation, with some marquee customers like Google and Apple. There is plenty of growth left in […]
After struggling for a long time, the company seems to be turning a corner. Helped by a revival in the housing market and gaining market share on a combination of […]
There are reasons to believe that the company will receive MRTP status, which enables the company to be the only company to sell and market VLN cigarettes. While investors have […]
The company has considerable opportunities for growth in all of its four businesses (two of which are majority owned). It’s in the midst of an interesting transition to a more […]
The company almost offers a textbook case of how to create shareholder value in a mature industry that is likely to face secular headwinds. Achieving scale through acquisitions and then […]
Despite pandemic headwinds affecting mobile and automotive segments, the company enjoyed its highest profitability quarter in two and a half years. We think the company will experience tailwinds from the […]
Finally an expected Comcast settlement, and it’s a good one, putting Xperi on firmer ground. Xperi was already producing substantial amounts of free cash flow, but this has now been […]
This IoT pure play has really disappointed since early last year, and it’s hard to pin down why exactly that is, besides commodification at the lower end of the market. […]
The company has two big opportunities, personal cloud and RCS, with the latter especially significant, given the emerging A2P market. The company is well placed to benefit from both, which […]
Another terrific quarter, and the end of their expansion isn’t in sight. Plenty of growth opportunities left, and much of that goes to the bottom line, given the tremendous operational […]