SRAX Offers Value Here
SRAX is growing substantially and produces operational profits. While it is paid partially in securities adding risk, especially in a down market, the company has plenty of sources of liquidity, […]
Turnaround At Synchronoss Is Getting Legs
There are three main planks in the turnaround story at Synchronoss and they’re all delivering, after having cut costs for years already. The company finally got rid of its death-spiral […]
Smith Micro Set For Multiple Year Expansion
It was a long wait but the company finally signed the contract with T-Mobile, enabling it to replicate the success the company had with Sprint with 3x the subscriber base. […]
Fulgent Shares Are Still Very Attractive
Investors worry about the demise of their insanely profitable Covid business, but they shouldn’t. The epic ramp in that business put the company on the map and will deliver $1B+ […]
Magnite’s Temporary Headwinds Open Up An Opportunity
The company has been able to cement its position through a couple of acquisitions as the leading SSP for CTV which is on a secular growth path. The company outgrowing […]
Immersion Is Too Cheap
Revenues grew 94% while OpEx was down 23%, producing a profit margin of 65% in Q2 while recurring revenues are 91% of revenues. The company also produces solid cash flow […]
LiveRamp Has A Large Number Of Growth Drivers
There are multiple reasons to assume that LiveRamp will thrive in a post-third-party cookie world, as it works with all competing identifiers and platforms. Its own identifier is well placed […]
Rent-A-Center Remains Too Cheap
The company, whilst somewhat cyclical, is benefiting from secular tailwinds. The Acima acquisition is bringing many benefits, like a better decision engine, smoother consumer experience, efficiency gains, growth and synergies. […]
Ideal Power: A High-Risk, High-Reward Innovative Power Switch Play
The company is developing a more efficient, bi-directional power switch technology based on their innovative B-TRAN technology. B-TRAN brings important advantages in terms of energy efficiency gains, reduced losses, bi-directionality […]
Digital Media Solutions Stock: Solid Growth And Fairly Cheap
The company has a strong position in insurance where it is benefiting from a secular shift towards digital and performance advertisement. The company amasses first-party data in the process of […]