SHU Portfolio: We’re Happy With Nutanix
One of the three companies we started our SHU portfolio with has given us plenty of returns so far +150% in less than a year. We don’t see any reason […]
Solid Growth Continues At MiX Telematics
After some woes in the energy sector the last 18 months or so, the company has returned to a solid growth path. The company is scoring big new customers and […]
Start Crying For Argentina
Argentina’s public spending spree is finally catching up with the country. By liberalizing the capital account before taking care of the fiscal and current account deficits, the present government has […]
Expensive Market, What To Buy?
11 months into the SHU portfolio and we had some big gains with Trade Desk, Nutanix and Inseego, all more than doubling. But there are also a couple of laggards, […]
Super Micro Computer Trades At Depressed Multiples
There is only one a reason for that, which is the audit, as the company keeps on producing pretty stellar results. Given the tailwinds in the business, stellar results look […]
Intevac Should Have A Much Better 2019
Delays in crucial market make 2018 one of revenue declines but next year growth will resume. However, the company managed to cut some cost and Q2 EPS came in much […]
Valuation Disconnect In PAR Technology
The share price exploded whilst revenues and profits evaporated, but we think the shares could still be significantly undervalued. The company has a gem of a SaaS business that is […]
Alteryx Has A Dizzying Number Of Growth Opportunities
Another blow-out quarter, another beat and raise of a company that keeps on growing at 50%+. While it’s not (yet) profitable, it isn’t bleeding cash and has plenty of it. […]
SHU Portfolio: Large Opportunity In Destiny Media
The company has a market cap of just $8M with $2M in cash and generating almost $1M in free cash flow. Finally a new web based player is commercially ready […]
Zooplus, A Better Pets.Com
The company is slowly but methodically targeting to become Europe’s leading online petfood seller. Revenues are growing much faster than the market and the company is gaining market share. It […]