PaySign Had A Scare, And We Took Advantage
Priced for perfection, investors were getting scared by a restricted cash issue and a downward revenue guidance, and the shares fell almost 50%. On closer inspection we don’t think these […]
Boingo Wireless: Still In An Expensive Land Grab Phase
The company is building out its venues for DAS and carrier offload, hooks up military and multifamily buildings to increase its footprint. While that growth is going well, it requires […]
Texas Pacific Land Set To Rise Further
After a spectacular share price rise on the back of the Permian shale revolution, the shares entered into a large consolidation phase. While Permian shale production seems to rise unabated, […]
Fabrinet Will Be Range-Bound
The company is a leading contract manufacturer and well placed to benefit from the optical communications build-out. However, temporary headwinds from industrial lasers and Huawei will lead to a couple […]
Brexit Exhaustion Brings A Binary Event And A Long Straddle Option Strategy Into Focus
Brexit exhaustion led the new PM Boris Johnson to force the issue, but his efforts resulted in a backlash complicating things once again. Part of the collateral damage is that […]
A Challenging Year For Silicon Motion, But Things Should Improve From Here
The company has a difficult year, mostly due to its Shannon SSDs which were caught by NAND price declines and a technology shift, leading to a sharp decline in sales. […]
Napco Security Technologies Selloff Offers An Opportunity
The shares sold off big-time after Q4 results which looks more like profit taking than anything really disappointing. The company’s new products provide even more opportunities to boost its high-margin, […]
The Rubicon Project Has Further To Go
Our earlier turn-around thesis has played out with the shares more than doubling in a year. Tailwinds from programmatic, video and audio, and new features like Supply Path Optimization and […]
SaaS Day Of Reckoning
There seems to be a mass rotation out of high valued growth companies, in particular those which largely depend on SaaS business models. These rotations usually last longer than just […]
RumbleON’s Binary Experiment
This is a high-risk stock that isn’t for the faint-hearted, and the share price has sunk to new lows. However, the company’s data driven asset light business model is very […]