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A Golden Opportunity To Turbo-Charge Telaria’s CTV Growth

The all-stock merger between Telaria and the Rubicon Project is highly complementary and liable to create the biggest sell-side platform in the market. The combined company will be very reasonably […]

December 27, 2019 admin

Alphatec Has Surged, But Not Without Cost

The company’s fortunes, and those of its shareholders have greatly improved on the back of a host of new products and a revamping of its sales channels. While these positive […]

December 23, 2019 admin

Stage Stores: A Tremendous Turn-Around Still In The Early Innings

Stage Stores is converting all of its department stores to the off-price format next year, after having converted a number of stores already. With multiple things going on (sales, closures, […]

December 23, 2019 admin

Teladoc Had Further To Run

Teladoc Health is the market leader in the burgeoning virtual healthcare market, which is in the early innings of its growth trajectory. The company has multiple avenues for growth, not […]

December 18, 2019 admin

Adesto Technologies Will Rise Again

Some temporary headwinds knocked Adesto shares well off the late summer’s highs. We think the fall is exaggerated, underneath the hood we find a healthy company with multiple avenues to […]

December 18, 2019 admin

The Unending Artificial Boom

Austrian economics invariably predicts gloom and doom as a result of policy intervention, which by definition create “artificial” booms and bubbles. Events on the ground have forced even some of […]

December 18, 2019 admin

Boxlight’s Temporary Headwinds Open Up A Buying Opportunity

The company was buffeted some temporary headwinds, a technical problem with the introduction of a new product and new contract moving out to Q4 and Q1. The temporary headwinds and […]

December 18, 2019 admin

HubSpot Still Has Considerable Upside

The shares have been a victim of a larger SaaS selloff and some temporary headwinds. We see the latter gradually lifting. While the shares are not cheap and, therefore, have […]

December 11, 2019 admin

IsoRay Likely Has Further To Rise

The company’s Cesium-131 based cancer treatments are effective, cheap and produce less side effects than other radiation. The company’s market cap is small in relation to its first big target […]

December 11, 2019 admin

PAVmed Has Multiple Paths To Growth 

The company has a number of products in various stages of regulatory approval, one of which will start to generate revenue within 2-4 weeks. The company has finance lined up […]

December 10, 2019 admin

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