News
CEVA: Sticking With The Prior Outlook Despite Being Behind Schedule
CEVA (NASDAQ:CEVA), a licensor of IP for wireless connectivity technologies, smart sensing and other solutions, got somewhat of a scare…
Holley: Mixed Q1 2024 Results, And Lower Orders Are A Concern (Downgrade) (NYSE:HLLY)
Introduction I’ve been following Holley Performance Products (NYSE:HLLY) closely, and I’ve written six articles about the company on SA to…
Karooooo: High-Quality SaaS At A Reasonable Valuation (NASDAQ:KARO)
Karooooo (NASDAQ:KARO) is a South African telematics company that is growing rapidly and increasingly returning capital to shareholders. Since my…
Applied Materials’ Metrology/Inspection Share Plummets 30% In 2023 Hurt By China Sanctions
Applied Materials (NASDAQ:AMAT) detailed its "eBeam Technology and Product Launch" in a webcast on December 14, 2022. The company uses…
Lightspeed Commerce Q4: On Track For Profitable Growth (NYSE:LSPD)
Investment Thesis Previously, in Mar 2024, I rated Lightspeed (NYSE:LSPD) (TSX:LSPD:CA) as a hold given my uncertainty over the company's…
Exscientia Stock: Drug Discovery Platform Attracting Partners And Cash (NASDAQ:EXAI)
As Generative AI impacts drug research, this thesis aims to uncover the opportunities for Exscientia plc (NASDAQ:EXAI) and show it…
Trulieve’s Growth: Q1 Success, Florida Legalization Hope, DEA Rescheduling Impact (TCNNF)
Since my previous analysis of Trulieve Cannabis Corp ("Trulieve") (OTCQX:TCNNF) (CSE:TRUL), while Trulieve's 2024 Q1 financial results were released, several…
American Resources Corporation (AREC) Q1 2024 Earnings Call Transcript
American Resources Corporation (NASDAQ:AREC) Q1 2024 Earnings Conference Call May 21, 2024 4:30 PM ET Company Participants Mark LaVerghetta -…