Ashraf Eassa
Long/short equity, contrarian, independent research, tech

Vocera: An Incredibly Risky Growth Story

Vocera (NYSE:VCRA) is a healthcare solutions firm best known as the provider of its unique Voice Communication solution, which is a product suite intended for use in hospital settings. The company went public in early 2012 at an offering price of $16.00 and saw its shares more than double to the $33 level before the sugar-high wore off and it became clear that a difficult spending environment, coupled with a continued need to invest in both R&D as well as SG&A, would be disastrous for the firm's near-term operating condition. While the business certainly looks expensive, particularly in light of the recent dramatic top-line slowdown and continued net-losses, there's an interesting growth story. However, is that enough?

The...

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