Skyworks Deserves A Higher Multiple
The big boost to revenue growth will come with 5G and this is still at least a year off. Despite handset saturation, the company can still win content and their […]
Castlight’s Rally Is Fully Justified
The company let customers navigate a labyrinthine US healthcare system, which seems an excellent business proposition to us. It has really considerable expansion opportunities and it is consolidating its different […]
CounterPath Seems To Have Found A Path To Growth
The shares popped on a substantial order, and this came off the back of another substantial order a couple of weeks ago and good growth figures in Q3. But while […]
Crisis In China?
The Chinese economy is already slowing down, its stock market is crashing, its currency sinking and authorities are cracking down on leverage. And on top of that the US has […]
SHU Portfolio; And Another Buying Opportunity In Skechers
Management prefers growth over margins, and they are right to do so and can easily invest in growth, given their extremely solid balance sheet and cash generation. Yet, they haven’t […]
PTC’s Transition Is Paying Off
The company is on track with its three strategic initiatives to accelerate growth, convert to a subscription model, and expand margins. In the process, the biggest gains are actually in […]
BioLife Is Going Parabolic
Terrific acceleration at BioLife and it’s no surprise that the share price has gone parabolic. Revenue growth is accelerating, gross margins are increasing, there is a great deal of operational […]
Appian Still Has Some Way To Go
The company grows at an impressive pace and we believe this is likely to continue as there are plenty of opportunities to add revenue streams. We are also not too […]
Why The Stock Market Hasn’t Buckled Under The Trade Tensions
After some wobbles when trade tensions hit the headlines, the markets seem to have regained their footing. For some, this seems odd, given the all to real potential for a […]
Funky Leverage At Funko
The company’s shares have doubled in just three months, and it’s not hard to see why. The business model has multiple leverage points and they’re only starting to apply these […]