SHU Portfolio – BioLife: The Story Is Even Better Than We Thought
BioLife is a recent addition to the SHU portfolio and one of its highest conviction buys. We were already very positive, but after the Q3CC, we have become more bullish. […]
Peak Economy, Peak Earnings
The tax cuts produced a boom in economic growth, but the effects look set to peter out. The tax cuts also unleashed some headwinds that could gather force, like rising […]
Marin Software: A First Whiff Of Spring?
Cash burn has declined considerably in the quarter and is guided to decline some more, giving the company some more time to turn things around. That doesn’t take away that […]
SHU Portfolio; Inseego Is Planting Flags
Lots of new products and customer wins in the quarter don’t yet show up in the figures, as ramping is slow. But this is a matter of time. More wins […]
Huya Has Become Interesting Again
The shares have fallen well off their post-IPO high, which was a little over the top. Revenue is still growing at triple digit rate, but marketing cost is growing considerably […]
Better Times Ahead For Aehr Test Systems
The company’s shares are buffeted by delays in some orders; some fall in the current quarter, some have been postponed to the next fiscal year. The company has important capabilities […]
Perion Network Under-Appreciated Free Cash Flow
While the company had a difficult history, the new CEO seems to be making a difference for the better with the company’s finances greatly deleveraged already and growth resuming. The […]
Data I/O Is A Buy Here
The shares still priced for a crash that still isn’t materializing. On the other hand, there is no conclusive evidence we have passed the worst of the down-cycle either. What […]
Ellie Mae, A Market Leader Trading At A Discount
The company still manages to grow through headwinds from the mortgage markets, taking market share. The mortgage market is expected to turn in the second half of next year. Their […]
AMS AG Has Been Punished Too Much
The share price are off by almost two-thirds from their peak earlier in the year on disappointing growth and gross margin compression. But new design wins in the Android space […]