VirTra Has Sold Off Too Much
The company is a leader in training simulators for law enforcement and other verticals, although competition is pretty strong. A large TAM and good baseline growth, high gross margins and […]
Reliq Health Technologies Has Reached An Inflection Point
The company still saw 36% sequential growth despite Omicron headwind. CAD$2M run rate in December reflects CAD $24M annually; they are still on course to meet CAD$40M 2022 reaffirmed guidance. […]
360 DigiTech, An Even Cheaper Chinese Tech Stock Than Alibaba
Solid growth, a 30% profit margin, a 9.5% dividend yield, an iron-clad balance shield, and a P/E of just over 2x, nothing of this seems to matter. Large parts of […]
Smith Micro Sells Off, But The Prospects Remain
The short-term headwind was not unexpected, even if the retrenchment in CommSuite is going faster than expected. What was also known is the $13.6M payment to Avast for retaining AT&T […]
Light At The End Of The Tunnel At Inseego
Inseego shares slumped much more than we anticipated between the 4G pandemic bonanza and the current 5G and FWA/enterprise bonanza, as the losses were much steeper than we expected. However, […]
Temporary Setbacks At BioLife
One of its acquired companies, Sterling, could not cope with the rapidly rising demand and this generated substantial one-off costs, marring the figures. However, underlying growth is very healthy, better […]
Magnite: A Strong Buy Under $15
While the company is suffering from some temporary softness in CTV due to automotive and travel segments, things are already improving. CTV, as well as DV+ and more generally programmatic […]
Fulgent Genetics: Somewhat Disappoints With A Marked Slowdown In Its NGS Business
Once again, the company exceeded quarterly expectations on the flare-up of another pandemic wave. However, their core revenue, which was growing 134% last year is going to slow down to […]
MICT: A High-Risk, High-Reward Triple Play
The company has two businesses which seem in the early stages of fast growth. The company has $105M in cash with which it is on an acquisition hunt, and the […]
Buying Opportunity In Digital Turbine
Digital Turbine is selling off on Google cross-app tracking changes. Similar changes by Apple only temporarily affected their iOS business. What’s more, their relationships with carriers provide them with a […]