Market penetration of robotic vacuum cleaners is still low. The company is the clear market leader, even if competition is heating up. Its patent portfolio and capabilities also seem transferable […]
We think INSG offers an interesting play on an ongoing restructuring. But the company has also landed some big clients in IoT applications, like asset tracking and management. We think […]
The shares have been on a roll recently. For now, they seem fully valued to us but we do recognize the leadership position of its software, WDesk and its growth […]
First Solar would be the main beneficiary from the implementation of US tariffs. With the biggest hurdle seemingly out of the way for those tariffs, buying the stock seemed almost […]
Workday has multiple avenues for company growth. The end stage would be that it evolves into a platform offering a more or less complete suite of business software solutions, developed […]
No retail apocalypse for Skechers. Its US stores revenues are up 14.5% with same store sales up a whopping 7.7%. Its international business is also booming, and after heavy investments […]
The solar market is booming this year, it might even reach 100GW of worldwide installations. However, possible tariff changes in the US and China might dent the perspectives next year. […]
No retail apocalypse for Skechers. Its US stores revenues are up 14.5% with same store sales up a whopping 7.7%. Its international business is also booming, and after heavy investments […]
The solar market is booming this year, it might even reach 100GW of worldwide installations. However, possible tariff changes in the US and China might dent the perspectives next year. […]
The SaaS business model in enterprise software is clearly a very attractive business model commanding some prime valuations. It offers multiple growth avenues, and when done right, platforms can establish […]