Pareteum Is Booming
Pareteum is booming, yet shareholders have to exert a little more patience as the share count is ten-folding in the space of a couple of years. The acquisition of Artilium […]
The U.S. Is Ignoring The Progress China Has Made
China has a reputation for being a currency manipulator, having mercantilist trade practices, glaring disrespect for IP and depending on exports for growth. While these things were all true in […]
Inovalon Got It All To Show
Given the opportunities for profits for entrenched players in the US healthcare system, we expected a SaaS player with incredible datasets to be one of these. Despite continuously increasing these […]
Investors Keep Ignoring The Trade War
For now, it has paid off buying the dips induced by increasing trade tensions. But as the economic damage of every new round of escalation increases, one can’t count on […]
The Rubicon Project Seems Like A Viable Project To Us
The company has made a successful shift towards header-bidding, where it has acquired and developed a couple of advantages. While revenues are still hampered by the elimination of the buy-side […]
Smith Micro Software Turns Profitable
The company managed to squeeze its first (non-GAAP) profitability in quite a while and things look set to improve from here. As a white label solution, it has an interesting […]
Senseonics Revenues Are Set To Explode
Their continuous glucose monitoring sensor Eversense is set to take the considerable market share and even broaden it as it has important advantages. So expect some explosive revenue growth in […]
Tandem Diabetes Care’s Parabolic Rally
One of the most epic stock rallies we’ve ever seen, Tandem Diabetes Care looked down and out late last year, but its fortunes have revived in the most dramatic fashion […]
A Lose-Lose Trade War
Assuming rational actors, a further escalation in the US trade war with China doesn’t make sense, as the upside is limited and the potential downside rather large. It is rational […]
This Is How Fortunes Are Made
The best investments, the ones that build fortunes, are the home runs of companies beaten down. It is of course very difficult to spot these opportunities and you’ll have to […]