Tecnoglass Is Cheap
With a booming business, investors can take advantage of a depressed valuation because of a share offering. There are some negatives, cash flow is negative but about to turn and […]
Sogou Should Bottom Out Here
Rising traffic acquisition costs and macro headwinds have led to stagnation. But given that half the market cap is in cash and short-term investments, the shares are not expensive. Underneath, […]
Investors Should Stay Clear Of Netlist
The company is an innovator in the combined memory and storage space (NVDIMM) and that’s validated by a deal with Samsung, but it’s unclear what the potential is here. The […]
Ebix, A Cheap Play On India’s Digital Economy
Much of Ebix’s business comes from EbixCash, its Indian subsidiary which generates most of its revenue through software platforms combined with third-party kiosks. This ‘phygital’ strategy is smart and reproducible […]
SHU Portfolio: Why We Cooled On Pareteum
The company is going gangbusters and in fact the whole sector is rapidly growing. The two acquisitions the company executed recently seem a good fit. Yet the weight of evidence […]
Cloudera Is Dirt Cheap
The shares of Cloudera have been stuck in a rut for quite some time, and the initial negative effects of the merger with Hortonworks have compounded this. This is because, […]
Senseonics Will Still Need To Go Back To The Markets
Senseonics’ Eversence continuous glucose monitoring product provides the company with a tremendous opportunity, but developing this market doesn’t come cheap. In order to accelerate acceptance, Senseonics is investing in a […]
Fulgent Genetics Has Further Upside
We think that after some consolidation of recent strong gains, shares of Fulgent Genetics have further upside. The market for genetic testing is still in the early innings, and the […]
Boxlight Is Like Apple For The Classroom
The company is well established in a growing market with a sensible three-pronged growth strategy that delivers substantial revenue growth. While the company is not yet profitable, it’s not far […]
Iconix Turnaround?
Buying shares of a company plagued by large debts experiencing revenue growth mishaps is always going to be an act of faith at least in part. However, if the revenue […]