Data I/O: Cyclical Upturn Reinforces Secular Tailwinds
The company has been in a bit of a cyclical slump the last couple of years, although not anywhere near as deep as the previous one. There are now signs […]
Fulgent Genetics Has Another Blast Out Quarter
Fulgent produced another stellar quarter and while its Covid business will shrink, it isn’t going away anytime soon as it shifts to asymptotic and surveillance testing. Meanwhile, the company is […]
Usio Will Have Another Leg Up
The company made a useful acquisition with IMS, now Usio Output Solutions, providing considerable cross-selling opportunities. PayFac is at an inflection point, ACH is recovering, and Prepaid and crypto are […]
Digital Turbine Becomes A Mobile Ad Juggernaut
Having amassed a fast and still rapidly growing footprint of 570M mobile phones from 40+ OEMs and operators, the company is acquiring three mobile ad tech companies. The mobile ad […]
Zynex: Order Growth, Already At +140%, Is Set To Accelerate
Order growth, and with it revenue growth, will accelerate again after already raking up a 140% growth in Q1. Salesforce productivity has a lot of upside; with hiring slowing down […]
Aehr Is Becoming An EV Market Play
Orders were pushed out due to the pandemic so there is a lot of pent-up demand, although it remains to be seen how fast that is materializing. Structurally, the company […]
Kaleyra Buys mGage, Propels Into The Top 5 CPaaS Players
An interesting company operating in the high-growth CPaaS market. Covid headwind marred 2020 results but 2021 should be better. Acquired mGage, which will propel it to the No. 5 spot […]
INmune Bio: Harnessing The Power Of The Innate Immune System
Based on the theory that chronic low-grade inflammation is behind many ailments, the company’s therapies are setting out to enlist the innate immune system to combat these. They have multiple […]
Land Grab At LifeMD
Revenue is accelerating and the company’s platform is almost endlessly leverageable with new brands and products. However, as the company is still in the land-grab phase, investments are accelerating even […]
Accelerating Growth At Destiny Media
A financially sound company producing cash and with a very sound balance sheet is starting to produce accelerated growth. It produces 90%+ gross margins and the shares are downright cheap. […]