SHU Portfolio; Lumentum’s Business And Margin Are Exploding
We think investors should take advantage of the price weakness here as the company is booming, with the boom set to continue. Telecom has joined in the boom this time […]
The Curious Lure Of Austrian Economics In The Financial World
Austrian economics favors ‘hard money’ policies that are curiously popular in the financial sector. It’s curious because hard money policies don’t seem to serve the financial sector, acting as a […]
FormFactor Surges
Investors re-priced the shares of FormFactor in one big 30% swoop yesterday, and rightly so in our view. The company isn’t all that cyclical, although its customers are. It has […]
Unemployment And The Markets
Unemployment is at multi-decades lows and this has already got the Fed into a preemptive tightening cycle, and getting this right matters a great deal for investor returns. However, the […]
Majesco Is Underfollowed And Pretty Cheap
The company helps insurance companies to become more agile and it is moving its solutions to the cloud. As a result of this movement, headline revenue growth is understated and […]
The Market Is Not Done Selling
The situation on the ground in Italy is deteriorating fast, with growth coming to a complete halt. The debt/GDP ratio will rise further as a result of the expansionary budget. […]
JD.com: Nerves Of Steel And An Iron Conviction
Investors should continue to check whether the business outlook for the companies of which stocks one holds are not significantly deteriorating. Stocks can decline even without such substantial deterioration, as […]
Arlo Going All Out To Get Users On Its Platform
The company is the market leader in security cameras, a market which is growing rapidly and will continue to grow for quite some time. However, these increasingly look like being […]
Smith Micro Looks Set For Significant Growth
Its main two platforms are growing, SafePath’s growth was 30% sequentially even without the Sprint sunset of its legacy platform. The platforms have multiple revenue growth avenues and are attractive […]
BioLife: Groundfloor Opportunity In Regenerative Medicine
We clued in to BioLife a couple of months ago, but we found the valuation a little too steep. That has been taken care of. If anything, we see even […]