urban-gro Keeps Delivering
The company provides turnkey solutions in the controlled environment agriculture market, more especially the cannabis market, both of which are growing fast. The company is growing fast, bolstered by smart […]
Atomera Now Has 2 Customers With A Joint Development Agreement
Atomera now has a second JDA (joint development agreement), but the production phase is still some way off. Progress is slow and there is no guarantee that royalty producing production […]
Why A 1970s Style Stagflation Is Unlikely
A US recession is becoming ever more likely in the face of demand destruction from multiple sources (policy, real wages, stock market, consumer sentiment, etc.). However, this is likely to […]
Digital Turbine Crashed, Now What?
The shares have crashed with the rest of tech but took another lurch down on a slowdown of growth, which is likely to be cyclical in nature. The secular growth […]
SiTime: Powering Ahead
The company has a commanding position in timing devices, and new product introductions, some of which create whole new categories, will fourfold its SAM. SiTime has had stellar growth and […]
The Fed Wasn’t Responsible For Surge In Inflation, But Is Likely To Create Recession
No matter how extravagant monetary policy is, as long as it doesn’t produce a credit boom, it doesn’t increase the money supply and hence inflationary pressures except in asset prices. […]
Magnite: Recession Risk Is Priced In
The shares have come crashing down on valuation multiple contraction and economic slowdown risk, but we think most of that is priced in and the shares are cheap. Headline earnings […]
Digital Turbine Is A Solid Buy Here
Digital Turbine’s stock price has come down a lot, while at the same time the company is solidifying its position and absorbing its acquisitions. SingleTap especially has only scratched the […]
Assertio’s Phenomenal Turnaround
The company has made giant strides in putting its financials in order, getting rid of almost $1B in debt and its net debt has been all but eliminated. We believe […]
Inseego’s Huge Turnkey Enterprise Network Business Opportunity
There is a bit of a race going on between the terrible financials and the increasing attractiveness of Inseego’s enterprise business. Supply chain troubles and the Chinese lockdowns could delay […]