SHU Portfolio Update: Smith Micro’s Cash Flow Bonanza
While shares sold off after earnings, we think investors are missing the 91% gross margins and free cash flow which reached a full half of the company’s revenues. The disappointment […]
BioLife Gives Another Opportunity To Investors
The shares of BioLife have sold off last month, and those of competitor CryoPort much more, closing what we thought was an irrational valuation gap. Critics argue that this is […]
Fastly Is Still Too Expensive
Fastly is a leader in edge computing with plenty of road ahead, as this industry is still in the early innings. Growth is brisk, and with the IPO funds, the […]
The SaaS Correction Isn’t Done, But Names Like Alteryx Can Be Bought Already
A sector-wide SaaS business software platform, sparked by concerns of slowing corporate IT spending, has taken the shares of Alteryx already 35% off their top. There is no reason the […]
Marchex Shows Signs Of Life
The company is undergoing a protracted reorientation towards higher-margin analytics, given the decline of its legacy business. There are no overwhelming signs that its analytics business is growing, but the […]
Masimo: An Expensive Growth Stock That Keeps On Growing
The company delivered another good quarter and has again raised the full-year outlook while the shares have now pulled back a bit. The shares remain fully valued though, but that […]
Turnaround At Stage Stores Is Getting Traction
Investors have celebrated the company’s promising Q2 results, most of it driven by their adoption of the off-price strategy. As the results of this strategy are positive, management is now […]
RADA Electronic Is In The Right Place At The Right Time
The company’s radar technology is hitting a sweet spot, much of it as a result of rising demand due to the proliferating threat from drones. It is building a US […]
The Meet Group Grows Impressively, Despite Flaws
The company is actually performing quite well with rampant video revenue growth and good cash flow generation. This despite obvious flaws in the products and lack of strategic direction, so […]
Five9: The Leader In Cloud Contact Centers Still Has A Long Runway In Front Of It
The shift to cloud contact centers has only just begun, and the company is the recognized market leader. The shift will gather pace, as cloud contact centers have become of […]