The company has a drug delivery technology platform with multiple uses. One is already commercialized for dental practices and produces cash flow for developing and commercializing other applications. Management is […]
In principle, RumbleON has a highly attractive business model that cuts many inefficiencies and information asymmetries out of the market. There are encouraging signs of financial improvements in Q3, but […]
While not a pure SaaS play, the company nevertheless sprouts a SaaS-like business model with recurring maintenance sales, 80%+ gross margins, 30%+ revenue growth, and large up-sell revenues. We think […]
The company is growing considerably faster than the market, and it is fine-tuning the business model of some of its businesses, like supply chain management and Store+. Margins are gradually […]
The company produced a disappointing Q3, with one-off issues at two customers shaving $1 million off revenue and organic growth slowing down to 15%. However, investors should not be too […]
The company is a leader in cloud contact centers and the shift to the cloud is still in the early innings, providing a long-term tailwind for the company. The company […]
While it is very small relative to big competitors, it is growing much faster than the market, leading to margin expansion and operational leverage. Introducing new tests, a new consumer […]
Revenue in the second quarter was up by 266%, and the company shot to profit and cash generation in the first half of its fiscal year. The company also showed […]
The company’s search business revival can no longer be denied, and this is producing significant amounts of cash and profits. Doubts linger about their ad business, which suffered another dismal […]
The company is a curious combination of businesses: one that sells defense stuff mostly to the government, the other two sell POS hardware and software to restaurants. It’s the POS […]