The only misbehaving share in our SHU portfolio produced disappointing results. But there was also relief that the company is finally shipping significant quantities of VCSELs. While the longer term […]
We’re considering buying Apple for the SHU portfolio and give you our considerations here. We think that the tailwinds are still likely to exceed the headwinds, the most important of […]
Tax cuts for the wealthy doesn’t trickle down, at least not in the US, the evidence is clear. Tax cuts for corporations might fare a little better through increased investments […]
Talend is still a fairly small company faced with a big market opportunity in data integration. Revenue growth is still fast and operational leverage has already set in, even if […]
Plagued by disappointing end markets like drones and AR and the problems of its biggest customer GoPro, the shares have gone nowhere for a couple of years. But they rallied […]
We’re about to enter the season for smallcaps, where they often gain most of the returns for the year. This year could have additional fuel due to the likelihood of […]
Texas Instruments is currently riding the waves of a synchronized upturn in the world economy and the Internet of Things. The company is focusing on industrial and automotive, where silicon […]
The company has several tailwinds, most notably a growing market, a growing market share and plenty of opportunities to increase its TAM in other verticals and markets. However, further operational […]
A telematics company with a world-wide presence and a couple of recent big customer wins. We see several more growth drivers for the future. However, 2017 had tough comps, so […]
The workings of the European Monetary Union are still not well understood by many citizens, especially in countries which are the main beneficiaries of the euro. The system is rife […]