Why You Should Join Our SHU Growth Portfolio
It’s up by 45.78% since its inception less than five months ago. It has already quite a few positions that have nearly doubled, doubled, or even almost tripled. Out of […]
Launching SHU Growth Portfolio: Navigating The High-Risk, High-Reward Small-Cap Landscape
We’re providing you with analysis on small companies with unique capabilities, high-growth possibilities and/or are benefiting from significant operational leverage. The service gives you real-time actionable ideas, while using a […]
2020 Portfolio Positioning Series: Avoid Much Of The Macro Noise With A Bottom-Up Approach
SHU is positioning mostly in small-cap technology plays plus some turnaround stories which have their own dynamics and little correlation with market averages. The greatest risk for the market is […]
SHU Portfolio; Inseego Is Planting Flags
Lots of new products and customer wins in the quarter don’t yet show up in the figures, as ramping is slow. But this is a matter of time. More wins […]
SHU Portfolio: Finisar Should Embrace More Outsourcing
Finisar produced good Q1 results and the next couple of years look promising for the company. Upswings in telecom and 3D Sensing especially, and 5G and Finisar’s cheaper third generation […]
SHU Portfolio: We Would Still Buy Inseego
Going through the SHU portfolio and kicking a few tires, we would still be buying shares of Inseego today, even after a doubling of the share price in recent months. […]
SHU Portfolio: We’re Happy With Nutanix
One of the three companies we started our SHU portfolio with has given us plenty of returns so far +150% in less than a year. We don’t see any reason […]
SHU Portfolio; And Another Buying Opportunity In Skechers
Management prefers growth over margins, and they are right to do so and can easily invest in growth, given their extremely solid balance sheet and cash generation. Yet, they haven’t […]
Nano Dimension Goes Parabolic
The company has a unique product for the printing of 3D electronics. Sales are ramping up pretty fast and have been given another shot in the arm with US certification. […]
Roku Powers Ahead
Multiple tailwinds are blowing in favor of Roku, like cord cutting, advertisers following viewers to OTT and TV brands giving up on their own platforms. Its asset light platform business […]