Ambarella Turning The Corner
Ambarella is in the midst of a long transition from video processing for the consumer market to CV for automotive and security. This transition isn’t laced with growth (quite the […]
TEGNA Benefits From Increased Political Engagement
TEGNA surprised us with its fourth quarter results, and the company has quite a bit going for it. Subscription revenues and political ads are growth, as well as margin drivers […]
SHU Portfolio: Baozun Sells At A Ridiculous Discount
Baozun has a unique position within the Chinese e-business landscape and despite a slowing economy and trade-tensions, it keeps on growing fast. The addition of new brands is accelerating and […]
SHU Portfolio: What To Expect Of Pareteum’s Figures
After rapid growth and acquiring two companies in quick succession, we get an updated view where the company is heading. We think this is not yet an earnings story even […]
InnerWorkings, An Interesting Turn-Around Play
The company’s shares slumped on financial restatements, organizational dysfunction and other mishap. The company hired experienced turnaround artists and is embarking on a wholesale revamping of their organizational processes. Given […]
Clearfield Inc. Is Coming Of Age
The company’s shares doubled from the lows in December and have surprised investors on the upside for three consecutive quarters. CLFD has solid growth, a large cash flow increase, and […]
New Dawn At Castlight Health
The company struggled last year when a big customer left. However, they have completed their encompassing Complete platform which opens up a new world with multiple advantages. The first signs […]
Buy Yeti On Dips
The company is a solid growth stock with award winning products and a modern multi-channel approach. Revenue growth is very solid and has still a lot of runway with multiple […]
Five9: A Beautiful Growth Stock
The company is a leader in the field of cloud contact centers and the shift to the cloud is still in the early innings. The company has multiple levers to […]
Reining In The Chaos At Nutanix
Nasty shock out of the blue at Nutanix leaves investors groping around for explanations. For now, given that there is a lot that is going right as well, we give […]