The shares of this Brazilian telecom provider have multiplied more than tenfold(!) since the lows last December. While there is improvement on a number of dimensions, the company still makes […]
The company has a unique product for the printing of 3D electronics. Sales are ramping up pretty fast and have been given another shot in the arm with US certification. […]
The shares looked like a dicey proposition only a couple of years ago. New management has improved the dramatic performance of their credit business and there are rays of sunshine […]
The company claims it’s going to multiply revenues from its AI platform KanKan this year to $50M+, which would be a major breakthrough. However, we come across numerous rather grandiose […]
The US has some legitimate concerns about some trading partners, but the way it’s going about trade negotiations is deeply flawed. Large parts of the US trade team seems blissfully […]
It seems to be a terrific solution commanding an equally terrific valuation. However, there is a lot to be said for the shares as there is already operational leverage and […]
Sogou is a lesser tier search company in China, but its market share is growing and it has hooked up with giant Tencent for exclusive use in WeChat. While a […]
A company providing a very useful solution with very wide applicability and seemingly a first mover advantage. Growth is likely to be brisk and continue for quite some time. While […]
Another business platform model that’s a leader in its field, growing fast and commanding a sky-high valuation. The company is doing lots of stuff right and it’s likely to keep […]
Revenues are stagnant, but this could resume if the growing parts become a bigger part of the mix. In the meantime, the company still expands margins meaningfully, which grows EPS […]