John Leonard, CFA
Special situations, micro-cap, contrarian, CFA

Bsquare Is Attractive With A New CEO, Secular Demand Growth And Cash Rich Balance Sheet

Key takeaways

  • Bsquare (NASDAQ:BSQR) is for all intents and purposes an orphaned stock given the lack of analyst coverage, "invisibility" to value investors due to current losses and lack of interest from growth investors as the turnaround has only just begun.
  • However the high net cash limits downside risk while a new CEO is quickly repositioning the company for profitability with significant cost cutting and new contract wins.

Company overview

BSQR provides software solutions for smart, connected devices to original equipment manufacturers (OEM), original design manufacturers (ODM) and silicon/peripheral vendors. Its solutions are used in design, development, customization, quality assurance and deployment. Although BSQR focuses primarily on systems utilizing Microsoft Windows Embedded/Mobile operating systems, it also provides solutions...

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