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A few thoughts here on the $INS FY20 results / call I think it's helpful whilst looking at some of the specifics, to bear in mind three points around the
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In light of strong reports from $KLIC and $ASX last week, it might be an idea to look at Amkor $AMKR before it reports earnings tonight on MondayBoth reported strong
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Very hairy: this company was going down the toilet even before covid; it's now a wreck - and even better, it's enormously exposed to Chinese solar. BK isn't off the
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For a long time I thought computational drug modelling really had only one listed company: $SLP Turns out maybe not: Physiomics #PYC could be a decent candidate for a comp.Growth
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TLDR: headlines like the below may be masking something interesting at ReNeuron - a medical platform businessAs #MXCT and $CLPT show, these sell highDirect NASDAQ comp valued 5x higher#RENE platform
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Now a £35M cap, a fortnight onIt's one of those small UK if-it-were-listed-in-the-US companies. Bidstack #BIDS and it puts advertising into major online gamesIt's rocketing - and there are some
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Resolution: no drink and no showing how I read accounts, so grab a bottle of absinthe and let's look at $TRITA mysterious stranger appears from a foreign land."Play me the
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Looks like it's time to short the telenovela industry $BWMX I was right about the telenovelas.. Isabel Salas is a Mexican YouTube star with over 600,000 followers and naturally, she
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UK company Diaceutics #DXRX that is an picks and shovels play on precision medicine. The company is growing fast, profitable, to me reasonably cheap and unknown: 6 posts in 2
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