MiX Telematics Is Accelerating
This SaaS fleet tracking company had a rough 2017, but it is emerging renewed and firing out of all cylinders. Revenues, ARPUs and margins are all growing and we don’t […]
Cypress, As Good As It Gets?
Cypress is executing well on its transformation towards higher growing markets in the IoT sector and more sophisticated solutions. They also have more temporary tailwinds in the form of increasing […]
Cypress, As Good As It Gets?
Cypress is executing well on its transformation towards higher growing markets in the IoT sector and more sophisticated solutions. They also have more temporary tailwinds in the form of increasing […]
Madalena Energy Has A Window To Create A Virtuous Cycle
Our recent assessment was too pessimistic. Since then, production and prices are recovering and the company has become cash flow positive. We believe the company has a window to produce […]
SHU Portfolio: JD.Com – Fast Growth, Increasing Margins
The shares of JD.com are plagued by bouts of worries about increasing competition. We believe that competition has always been a feature of the Chinese market, and JD.com has been […]
The Brink: Leverage Out Of Thin Air
The Brink’s stock has had a terrific year, which is fairly remarkable as revenue growth in most of its markets is fairly flat. Not so in high cash societies in […]
Adesto A Play On The IoT And Memory Boom
A maker of specialist memory that is very well suited to situations where very low energy is available, like many IoT applications. The memory is also able to withstand harsh […]
Applied Opto: Competitive Advantage
In terms of margins and inventories, Applied Opto has escaped most of the damage done by the unforeseen crash in demand from its top customer. In a presentation to investors, […]
SHU Speculative Corner; Inseego Is Turning The Corner
One company we bought for our corner with small speculative stocks is showing progress and could very well turn to profitability next year. The shares are range bound, but could […]
SHU Portfolio: 22nd Century Group Could Join The Ranks Of Big Tobacco
A long and interesting third quarter conference call has left us with considerable optimism about one of our small and risky stocks. The big change is the FDA’s intent to […]