Disconnect Between Investors And FTE Networks Provides An Opportunity
FTE Networks seems to be marred in debt and had to issue a substantial amount of equity to survive. However, their businesses are doing pretty well, and the underlying figures […]
Inseego Has Tripled, But It’s Still Undervalued
The company’s finances have turned around, and it’s now facing several big market opportunities. Most notable among these is its 5G business where the company sells fixed and mobile hotspots […]
JinkoSolar’s Rise Isn’t Done
The shares crashed last year on Chinese cuts in market incentives, which led to a 30% ASP decline. However, the volume part of the Chinese market held up much better […]
New Oriental Education & Technology Group Is Nailing It
Growth is re-accelerating and the company is solidifying its leading position, although at the cost of some short-term margin compression. Margins will likely expand again when investments slow and leverage, […]
Growth Will Accelerate For Universal Display
OLED technology is proliferating beyond mobile and TVs to consumer electronics, automotive and lighting. The company is set to benefit significantly from this acceleration. However, we don’t see much immediate […]
Buying Destiny Media Is A No-Brainer
The company is in the first innings of a turnaround, based on a completely revamped product which is destined to increase its already dominant market position helped by network effects. […]
Fortinet’s Progress Is Real, But It Seems Largely Priced In
The company has made considerable progress, especially with its Fabric platform which is an attractive proposition for enterprise customers. While the company has performed better than expected and there is […]
Sierra Wireless Is Too Cheap
The company is a leading IoT play, and as such, it should enjoy structural tailwinds from the market. The company is leveraging its leading position by providing total solutions, attaching […]
Stitch Fix Is Making Shopping For Clothes Fun Again
We’re keeping a keen eye on Stitch Fix, the innovative online clothes retailer using big data to take the stress out of shopping for clothes. The shares have been slaughtered […]
Twilio’s Amazing Journey Has Only Just Started
The company has emerged as a real winner in the sector, and the high growth phase can last quite a while. This is pushing earnings and cash flow concerns to […]