CVC Research
Contributor since: 2015
Company: Twitter @cvcresearch
Latest Articles
SuperMicro: Grey Clouds Are Clearing Up
Why Pagseguro Rallied Today And Why It Should Continue
Super Micro Computer: Just Hold Your Nose And Buy (More)
My Thoughts On The Latest Allegations Against Super Micro
Super Micro Computer: Just Hold Your Nose And Buy
PagSeguro: Buy On The Brazil Sell-Off
Xcerra: Merger Failure Is Great News For Investors
AeroVironment's Q2: The Beat That Wasn't
3D Systems - Still A Short
Pendrell Is An Extremely Low-Risk, High-Upside Short-Term Play
3D Systems - Did We Time Warp Back To 2013?
Sina/Weibo Relative Valuations Present As Compelling An Arbitrage Opportunity As We've Seen
Telenav - Unrecognized And Unloved Play On In-Dash Autonomous Directions
Revisiting Axcelis Technologies And Why It's Currently So Compelling
Ambarella Is A Niche Fabless Semiconductor Supplier In A Distinctly Non-Niche Supplier World
PureFunds Cyber Security ETF: Troubling Inconsistencies And Specific-Holding Concerns Should Make Investors Think Twice
Axcelis Technologies: Huge Upside, As The Market Is Not Yet Pricing In Share Gains And Operating Leverage
The Curious Case Of
Tesla Motors: Did Elon Musk Already Lower 2015 Delivery Guidance?
The Sigma Designs Growth Story Is Just Getting Started
Voxeljet's Q4 'Beat' Is Not Nearly As It Appears
Sina/Weibo Relative Valuations Present Huge Arbitrage Opportunity
Tesla Motors: Recent Press Reports From China Confirm Over-Production Of Model S And Indicate Larger Issues
Xueda Education Group - Trading Below Cash With Catalysts To Drive 100%+ Upside
JAKKS Pacific Shareholders Feeling 'Frozen' After Q4 Results Are Actually Missing A Really Good Story
Tesla's Claims Of Being Production-Constrained Don't Add Up
QAD Inc. - Overlooked Enterprise Software Name With 100% Upside
Sigma Designs: Cheap Underfollowed Semiconductor Play On Hot Consumer Electronics Trends
Pixelworks - Misunderstood Semiconductor Stock With 50%+ Downside