Livongo Health Will Recover From The Sell-Off
The shares of Livongo Health are way down from their post-IPO highs a couple of months ago. There was another leg down after the Q2 results came out with somewhat […]
LiveRamp Shares Are On Sale
Despite revenue and earnings beat in Q1, the share price is rather soft. There are some data points that are a bit soft, but apart from the fall in gross […]
InfuSystem Will Benefit From Tailwinds, But It Is Low On Cash
The company is on a growth path due to increased incidence of colorectal cancer. Add to this, a windfall from a competitor winding down and revenue growth is accelerating and […]
Ambarella Is Finally Delivering On Its Promise
After a few lean years where sales of its video processing chips faced headwinds from the action camera and drone markets, the company’s fortunes are reviving. It has successfully breached […]
Yext Goes On Sale
Yext offers companies a unique series of services which allow them to control online-information and automating the updating of that. This gives customers a substantial ROI and there is little […]
Argentinian Shares Are Very Cheap, But Big Risks Remain
A dire economic situation with a shrinking economy and serious inflation was already buffeting the Argentinian stock market, but this became dramatic after a surprise election loss of the government. […]
Ecosia Is Taking On Google Search With A Surprising Business Model
Google’s grip on the search market is near complete. However, from far outfield there’s surprising competition emerging. Ecosia is a search alternative running mostly on Microsoft’s Bing. But it’s not […]
Lovesac Gets Little Love From Investors
This innovative modular furniture producer manages high growth and high gross margins. However, this comes at the cost of high operational cost, losses, and cash bleed. Investors might also wonder […]
Iteris Looks Interesting Here
The company has several businesses with its transport business being the most important. Growth prospects are good here, with the advent of IoT and smart cities. Its agricultural business is […]
The Big Fiscal Stimulus Coming From The EU
Countries with very large current account surpluses like Germany and the Netherlands save too much and invest too little, risky when growth slows. Add to that negative yields, budget surpluses, […]