Teladoc Health Looks Pretty Interesting
Teladoc is a big player in the rapidly rising virtual care market, which is still in the early innings. The company has multiple growth avenues in front of it, like […]
Boxlight Is Still Attractive
Despite a disappointing Q1, we think Boxlight is still an attractive buy as the bad quarter isn’t likely to be the harbinger of a structural problem. There was a nice […]
It’s Still Not Too Late To Get On Board Of The BioLife Solutions Train
We argued that the company is a ground-floor opportunity on the regenerative medicine revolution, which is just in the early innings. The company is winning dozens of new customers a […]
The Real Risk Of The Trade War
It is difficult to see the Chinese caving to the demands of the Trump government, which seem to involve a wholesale change of China’s economic model. Either some middle ground […]
Cohu Shares Are Very Attractive
The company is enjoying structural tailwinds as ever more electronics go into ever more stuff, as well as an enhanced market presence after a significant acquisition. Recent weakness in some […]
The Short Thesis On Pareteum Isn’t Supported By The Data
Critics are making too much about Pareteum’s supposedly large problem with the quality of its backlog. Management itself implicitly acknowledges the problem and has guided accordingly. There is no data […]
MicroVision: Moving From Development To Production
MicroVision has developed some interesting technology based on LiDAR, with which one can project interactive screens on any surface. Management expects sales to increase in the second half of this […]
Sunworks: Share Price Has Exploded, What’s Next?
Shareholders tuned in enthusiastically on the prospects of a turnaround at Sunworks, at one stage five-folding the stock price this year. We think the easy money has already been made, […]
Diebold Nixdorf’s Turnaround Is Gathering Pace
The bulls are firmly in charge at Diebold Nixdorf, betting that their DB Now cost-cutting efforts can produce positive cash flow. If so, that would set in motion a self-reinforcing […]
Our Concerns About Pareteum Were Overblown
We halved the position of Pareteum in the SHU portfolio as concerns were raised by reputable SA authors which lessened our comfort level. We have reasons to be extra careful […]