Fiverr, A Winning Marketplace
Fiverr is rapidly expanding and becoming the leading marketplace for the gig economy which is likely to produce network effects. he company is investing heavily in improving the experience for […]
Five9’s Bright Future Is Not In Doubt, But Now Is Not The Time To Buy
The company’s Q4 came in considerably better than expected, initially lifting the shares, which then succumbed to market turmoil. We are convinced the company has strong tailwinds and a significant […]
IsoRay Is Set For Further Growth
IsoRay’s proprietary Cesium-131 based therapies have cost, effectiveness and side effect advantages, which are leading to increased application. It is still in the early innings of capturing an increasing market. […]
Acceleration At CEVA
Q4 revenue growth exceeded expectations and returned the company to its growth path of a couple of years back. The company has 5G and the exploding connectivity as a secular […]
Strength Across The Board At RingCentral
RingCentral is the undisputed leader in the UCaaS market, which is still in the very early innings. The company is cementing its leadership through integration with third-party applications, strategic partnerships, […]
Intelligent Systems Riding The Wave Of The Apple Card
The company produced another stellar quarter, handsomely beating expectations driven by growth in the Goldman Sachs/Apple card, good for 60% of its revenues. Growth is set to continue, but investors […]
Atomera: High Risk, High Reward
Management reports progress in Q4 in terms of technology improvement and customer engagement, but they didn’t have the capacity to go after new customers. With enough cash to last them […]
Digital Turbine Is Likely To Catch A Second Wind
After a strong rally, consolidation set in, and the shares fell back to where they were in the summer of last year. However, we think the elements are in place […]
LiveRamp’s Day In The Sun Will Come
The company is growing fast, and its core business is likely to benefit from Google’s phasing out of cookies. Its newer initiatives like CTV and its data market are growing […]
Majesco: Progress Everywhere But The Share Price
Despite having its most profitable quarter in years, the company’s shares are lingering. While progress is a little slower than we hoped, the company is improving and its cloud subscription […]