Terrific company, terrific growth, with large operational leverage kicking in despite being in the land-grab growth phase still. It’s difficult to assess their competitive position, but within the segment ‘Secure […]
The shares have declined substantially this year on the high-end mobile woes, more especially the iPhone. But revenue and earnings still increased in the fiscal year and will do so […]
The company is hit by rising inventories, unexpectedly falling prices, some volume declines and some special factors, conspiring to deliver very disappointing Q3 results. The company is taking a host […]
Here is a memory maker that is actually booming, although this isn’t reflected in the share price, as the company had to absorb two acquisitions and related costs. The acquisitions […]
Concentrating on the enterprise market, the company is set to grow quickly and it basically has no peer in its market, enjoying significant first mover advantage. The company produces large […]
The company has managed to get its first computer vision design wins in automotive, which marks a sea change for the company even if revenue is years out. CV is […]
Through innovation and acquisition, the company has been a solid growth company with profits really up this year. A new acquisition and ramping up big contracts with two oil giants […]
The shares of TechTarget have been on a roller coaster ride. Some of it was caused by the shares getting a little ahead of themselves earlier, but there were are […]
The market cap is mostly cash, producing a sales multiple of smaller than 0.1, which is something one sees in companies in serious financial problems. The company isn’t in serious […]
Sales are growing at a 50%+ pace quarter over quarter; we’re looking at a ground floor opportunity in 3D printing of electronics. Management projects sales at 100%+ annually for the […]