LiveRamp Is Starting To Become Ubiquitous
The company keeps on making big strides towards ubiquity with their ATS identifier solution and Safe Haven platform. Given the progress here, we see the beginnings of network effects materializing. […]
Synaptics Is On An IoT Roll
Terrific growth in IoT solutions is giving the company strong revenue growth and margin expansion. Their technological capabilities enabled the company to switch to the premium segment of markets, producing […]
UpHealth Is A Great Bargain At These Levels
The company botched its SPAC merger leaving it underfunded, which needed repair. As a result, the shares are now a terrific bargain. The company has a highly scalable business model, […]
Indi Semiconductor, An Interesting EV And Autonomous Car Play
Fast growth is likely to continue given the enormous backlog and the backdrop of market demand. It’s helped by some gross margin expansion. The company has an impressive roster of […]
Aehr Test Systems Post-Q2 Selloff Opens Up A New Opportunity
Investors might have to wait for new production orders from new customers a little longer than hoped; although the timing is difficult here, they could surprise us again. Sampling orders […]
3 Smallcaps That Got Flushed With The Market
Our marketplace service has largely avoided bigger growth stocks because we couldn’t justify the sky-high valuations. However, the smallcap growth stocks in which we specialize have been in a bear […]
Inflation At 7%, The 10-Year Treasuries Under 2%, Something’s Got To Give
Huge negative interest rates are not here to stay, inflation is going to come down and yields will rise a bit further. While the next 12 months or so, it […]
Usio Is Getting Flushed With The Market
The shares are sold off in sympathy with FinTech companies trading on much higher multiples. Their crypto and ACH businesses do produce some exposure to a weakening economy. However, the […]
Assertio’s Digital Strategy Looks To Be Paying Off
The company has successfully shedded its opioid businesses, $900M+ in debt and slashed well over half of its OpEx, increasing guidance three times in a year. Having gotten rid of […]
360 DigiTech: Cheap Shares And Now A 5.6% Dividend Yield To Boot
The company keeps on growing and shifting its business model to platform services where it doesn’t incur credit risk nor need for capital reserves. The company also remains remarkably profitable […]