Emerging Market Crisis Is Looming
After having hit much of Asia, a second wave of the coronavirus outbreak is hitting the EU and the US, with a slump in world economic growth as a result. […]
Moment Of Truth For The Eurozone Is Approaching
With economies everywhere in a self-induced coma and rescue bazookas getting ever bigger, the effect on public finances is going to be epic. This is going to be difficult anywhere […]
EyePoint Still Has A Very Promising Future
EyePoint is on a steeply upward sloping growth path with two relatively new treatments and a third one on the way. However, the coronavirus pandemic is hobbling the growth path […]
Eros International Is A Speculative Buy
Results have deteriorated in recent times and the company has more than doubled its share count in the last two years. The market is also very competitive with bigger, better-capitalized […]
Fulgent Genetics Is Fundamentally Sound
Fulgent’s growth is going to come down this year, according to guidance which was issued just before the coronavirus hit the US in earnest. From competitors with more recent updates, […]
ams AG Bought OSRAM At Exactly The Wrong Time
The company had a stellar 2019, and while 2020 prospects would have been affected by the coronavirus pandemic anyway, they have turned south. ams is in the midst of acquiring […]
BioLife Will Suffer From Cancellations Of Trials
The shares in BioLife Solutions have crashed with the markets and some minor disappointments in quarterly figures. But we think the company has several secular tailwinds blowing in its favor […]
A Failure Of Epic Proportions
Most Western democracies fumbled in their response to the coronavirus outbreak despite having two months to prepare. A number of Asian countries have shown that it was possible to nip […]
The Crash In PAR Technology Is Overdone
The shares of Par Technology crashed from $34 to below $10 in short order on the worsening pandemic shutting down much of its customers. However, there is some compensation from […]
The Mother Of All Cash Flow Retreats
With corporate debt levels higher than before the financial crisis and the quality of much of this pretty low, the last we need is a sudden retreat in cash flow. […]