All Systems Go At KEMET
Here is a company that is producing at full capacity in sectors characterized by excess demand. Investors worry that the excess demand can turn, but management has given us a […]
Alteryx Offers A Good Entry Point Here
The company is marching ahead, growing at a 50% pace leaving a trail of happy customers in its wake. The shares are off significantly from the highs due to the […]
The Stars Are Aligning For Himax
It looks like Himax is going to enter a period of more sustained growth, with most of its traditional products growing in the second half. More importantly, next year the […]
SHU Portfolio: Baozun Can Afford To Invest In Its Future
Investors seem to worry that management’s intention to invest more will come at the expense of margins and profits. The growth of the company and the higher margins, which are […]
Headwinds Turn Into Tailwinds At Silicon Motion
The NAND flash shortages and price increases are gone and could develop into accelerated price declines. That is, headwinds are turning into tailwinds, and the company is well positioned to […]
TripAdvisor’s Green Shoots, Can They Last?
With all the potential of a platform business model and the large amount of users TripAdvisor always had enormous potential. But the company hasn’t done too well yet, struggling to […]
SHU Portfolio: There Is A Bright Light At The End Of The Inseego Tunnel
The company’s financial results are still marred by the decline of the legacy MiFi business. But the restructuring has paid off already and the company already has several businesses growing […]
Atlassian Too Expensive? Who Are We To Say So
SaaS Business software companies offer some of the best business models and growth opportunities in the markets. The business model simply offers companies like Atlassian so many levers for increasing […]
Argentinian Canary In The Coal Mine?
Argentina seems to be the first victim of a more difficult international climate for emerging markets. In a way, this is somewhat surprising as the country isn’t on the brink […]
SHU Portfolio: Trade Desk Taking On Google And Facebook
The company is growing much faster than the markets and had a blow-out quarter. They seem to know where the market is heading and are positioning themselves well ahead of […]