We noticed a huge and recent valuation gap between BioLife and CryoPort, both operating in the regenerative medicine market supplying storage media and distribution solutions. We surmised this was mostly […]
On the right, economic orthodoxy (sound money, sound public finances and free trade) which was defended vigorously a decade ago when it was less helpful are shredded with amazing ease. […]
The company is at the technological forefront, and is well placed to benefit from a new upgrade cycle in the metro market in China and elsewhere. While there is some […]
Lower volumes and some structural headwinds have got the better of the shares, which have sort of collapsed. The company is responding with a $70M cost-cutting program and a series […]
Both companies operate in the same market and are of similar size and produce comparable growth rates, yet CryoPort sells at 2.5x the valuation of BioLife. Operationally BioLife is much […]
Grid parity, internationional diversification and a recovery in the Chinese market is going to propel JinkoSolar forward. Large capacity additions should help expand margins and shift output further towards premium […]
CalAmp’s telematic business has been beset by supply chain issues and purchasing accounting, but these headwinds should wear off during the rest of the year. That will lay bare the […]
The company is cementing its position with big customers, an increasing ecosystem of partners, and an ever more sophisticated product offering. While the shares have been trading sideways, we don’t […]
The Fed is mostly focused on conditions in the real economy, loosening policy when growth slows and tightening when the economy grows too hot. It only takes on board financial […]
Yext had a very good quarter and it is cementing its position with more customers, services and integrations. Yext not only provides great ROI for customers, it provides them with […]