Acceleration At Ambarella
Ambarella managed to revive revenue growth producing a couple of strong quarters on the back of its sophisticated CV solutions, which are gaining traction in automotive. But also the IP […]
QE Is Bad Policy, But Not For The Reasons You Think
QE is blamed for the recent inflationary surge by hard-money doctrines – the same hard-money doctrines that failed spectacularly in the previous decade. QE didn’t produce any inflation in the […]
Acceleration At EDAP
After a somewhat disappointing Q3 and a disappointing reimbursement decision, things definitely picked up in Q4. We see a bright future ahead with a large market to go after, installations […]
BioCryst Provides Tremendous Option Value
The introduction of ORLADEYO has been a runaway success, and this is likely to continue with new payors and subscribers getting on board and international sales just around the corner. […]
Start Accumulating PAVmed
The shares of the company are extremely volatile as visibility into the financial future of the company is limited. However, we do think that, while certainly not devoid of risk, […]
AVITA Medical Is Interesting, But Not Just Yet
The company is impacted by staffing issues and the pandemic which hamper growth at the moment, but the shares are already at a 52-week low. The company remains very interesting […]
RADA Electronic Industries Is Starting To Enjoy The Fruits Of Its Investments
RADA has seen great revenue growth, which is set to continue for the foreseeable future, especially as the APS market is set to take off from 2023 onwards. It has […]
The Markets Are Running On Hopium
Markets have latched onto slivers of positive news about booster protection and Omicron producing less severe outcomes. But the supporting data is thin and/or premature, while the data on the […]
Why We Think Digital Turbine Is A Better Buy Than Trade Desk
We were fairly early latching onto the potential of both Trade Desk and Digital Turbine, and share price returns have been stellar on both. We believe the companies are comparable […]
Why We’re Not Convinced By JPMorgan’s Kolanovic’s Buy The Dip Argument
Famed JPMorgan stock guru Kolanovic argues that we should buy the dip because the new Omicron variant is likely to accelerate the end of the pandemic. This hinges on some […]