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  • The Street Abandons ChannelAdvisor In Droves
    Thu, Jan. 15 ECOM 4 Comments

    Summary

    • The Q4 miss at ChannelAdvisor showed a flawed business strategy and a confused management team.
    • Their plan to shift more to "enterprise" customers translates into lower revenues and profits.
    • The gap down to $10/share puts them on par with similar firms with failing strategies - Care.com and Angie's List.
  • A Response To The Skeptics On NXT-ID
    Wed, Jan. 14 NXTD 8 Comments

    Summary

    • Recent articles have taken a decidedly negative tone regarding the prospects for NXT-ID.
    • We remain comfortable with our 40,000 unit sales forecast for 2015 and expect first customer shipments to be strong in Q1.
    • Evidence continues to show that secure payment options that are based on complex software and operating systems will be challenged and defeated regularly by hackers.
    • Demonstrations of the NXT-ID Wocket recently at CES generated strong interest from the crowd and filled demand for Q1.
    • Our intrinsic valuation (IV) model is included here and supports an $8/share price for NXTD stock.
  • Time To Short MicroStrategy?
    Aug. 14, 2014 MSTR Comment!

    Summary

    • MicroStrategy is going through both a management and product transition with some serious unknowns about restoring growth and margin.
    • The shares have not corrected and discount everything going well over the next 12 months.
    • An informed eye would say they will have trouble, particularly in expanding into the identity and access market.
    • The company will survive, but the shares are vulnerable to a sell-off as investors wait for more positive results.
  • Glu Mobile Earnings Report Marks Real Progress
    May. 1, 2014 GLUU 5 Comments

    Summary

    • Glu Mobile (GLUU) reported a strong March quarter with $47M in sales (up 90% YoY), which beat consensus by $10M.
    • Guidance for the full year 2014 has been increased to between $155M and $161M, but remains conservative based on commentary.
    • Acquisition of PlayFirst for about $15M adds what should be a new $10-15M+ franchise at an attractive valuation. Location and culture should also fit.
    • With a market capitalization of $325M, the shares of GLUU are still at an early stage of recognition that its growing platform approach to mobile games is working.
  • A Good Case For Keating Capital
    Apr. 25, 2014 BDCV 20 Comments

    Summary

    • Business development companies are trading at a big discount to NAV due to the market swoon.
    • This is a temporary condition and will right itself over time.
    • Of the group we note that Keating Capital has outstanding management, a 33% discount to NAV and attractive yield.
  • NXT-ID Mobile-Bio Platform Enables M-Commerce
    Nov. 6, 2013 NXTD 4 Comments
  • The Cinedigm Content Library - Powering Netflix, iTunes, Amazon And YouTube
    Oct. 23, 2013 CIDM 6 Comments
  • Cloud Security Is Another Enterprise Market Microsoft Is Going After
    Jul. 1, 2013 MSFT 4 Comments
  • Angie's List Survives A Citron Assault... So Far
    Jun. 12, 2013 ANGI 15 Comments
  • Amazon - What If Valuation Mattered?
    Editors' Pick • Apr. 30, 2013 AMZN 54 Comments
  • Cinedigm Offers A Leveraged Way To Play Digital Films And Software
    Editors' Pick • Feb. 21, 2013 CIDM 12 Comments
  • Harris & Harris Group - A Nanotech VC For The Everyman
    Jan. 31, 2013 TINY 8 Comments
  • PetroLogistics Delivers 9.58% Yield In A Tough Enviornment
    Jul. 29, 2012 PDH 8 Comments
  • A Closer Look At The Vringo Patent Ruling
    Jun. 19, 2012 VRNG 13 Comments
  • Information Security Sector Update
    Apr. 10, 2012 AVG, DELL, IMPV Comment!
  • Vringo Stock Doubles On Patent Potential
    Apr. 3, 2012 VRNG 18 Comments
  • Bazaarvoice: A Bizarrely Unprofitable Play On Social Commerce
    Mar. 2, 2012 Comment!
  • Finding A Bottom In First Solar
    Mar. 1, 2012 FSLR 23 Comments
  • ZAGG Inc: Nano-Based Coatings May Make A Strong Case
    Jan. 17, 2012 ZAGG 23 Comments
  • Harris & Harris Group: Compelling Value In Nanotech
    Jan. 11, 2012 TINY 4 Comments
  • Connected Consumer: Vringo
    Sep. 30, 2011 VRNG 3 Comments
  • Solid Summer Of Execution And Growth For Cinedigm
    Sep. 13, 2011 CIDM 2 Comments
  • Money Flow Coming To Equities
    Sep. 9, 2011 INTX Comment!
  • Thought Leader Interview With Cinedigm CEO Chris McGurk
    Jul. 25, 2011 CIDM 2 Comments
  • The e-G8 Meeting: Internet's Growing Political and Social Role
    Jun. 10, 2011 GOOG, NYT, GRPN Comment!
  • Positives and Negatives of the Pandora Story: Our Intrinsic Valuation Estimate
    Jun. 6, 2011 P Comment!
  • Microsoft: Lose Ballmer and see the $30's; Hire a Gerstner and see the $40's
    May. 27, 2011 MSFT 6 Comments
  • What the e-G8 Could Mean for Internet Development
    May. 23, 2011 GOOG, BIDU, AAPL Comment!
  • What Does It Take to Support a $100 LinkedIn Price?
    May. 20, 2011 LNKD 15 Comments
  • Solazyme Pre-IPO Report: Synthetic Nanobiology Comes of Age
    May. 19, 2011 1 Comment
  • Harris & Harris and the Nanotech Renaissance
    May. 3, 2011 TINY 4 Comments
  • Cinedigm: A Micro Cap Play on Digital Cinema
    Editors' Pick • Apr. 14, 2011 CIDM 6 Comments