The End Of The Free Money Era
Some argue that the MMT-like pandemic response showed it was a failure. We disagree, if anything, it showed its incredible power. It was hugely effective, actually producing way too much […]
Milestone Scientific Is Close To A Sustainable Financial Path
The company has a very attractive razor and blade business model. Device sales produce a large and long tail of demand for high-margin consumables. So it doesn’t take much in […]
Sema4 Holdings, Big Data For Precision Medicine Solutions
Big data and machine learning are booming also in healthcare, where it enables precision medicine and population health platform services. Sema4 Holdings has amassed huge amounts of medical data and […]
FinVolution Group Shares Should Have Bottomed
China is experiencing a very different monetary cycle compared to the rest of the world, a regulatory onslaught that is subsiding and ADR valuations on the floor. FinVolution’s shares are […]
BrainsWay’s Shares Look Attractive
The company boasts state-of-the-art technology with multi-usable helmets for different indications and more indications likely to be approved. International sales are another growth opportunity where the company has hardly scratched […]
Don’t Get Complacent, Considerable Risks Remain
With inflation worries subsiding for a variety of reasons, much-plagued growth stocks have come off of the lows. We believe that without the war in Ukraine, we would be well […]
PAVmed Continues To Have Lots Of Potential But EsoGuard Determines Short-Term Progress
PAVmed established an interesting hub and spoke business model with joint services and selling stakes in commercially ready technologies. This opens up new financing streams and potentially a lot of […]
The Euro In Trouble
The ECB has good reasons to be reluctant to embark on monetary tightening with anywhere near the same zeal as the Fed recently displayed. A bigger economic impact from the […]
Identiv Is Hitting The Sweet Spot
Identiv is a leader in the rapidly growing RFID market, where they increasingly provide custom-designed sophisticated solutions. The company is also doing well in its other segment, premises, outgrowing the […]
Usio Buffeted By Voyager
The company’s shares have sold off strongly on economic and crypto risk and the latter turned out to be real with their crypto partner Voyager entering into serious problems. Q1 […]