Cobiaman
@jeffmeyers72Hedge Fund Manager - 25 years of experience investing in small-cap technology stocks - Opinions are all mine and subject to error and change
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$RDCM reported a strong beat and raise quarter with 20% revenue growth and 17% operating margins. The stock is a deep value trading at 1.3x sales and 11x earnings.
$WEAV has had a nice run recently but still looks very attractive versus $HUBS. $WEAV trades at an EV/Sales of 3.7x 2025 while $HUBS trades at 11.5x. $WEAV has just hit the $1 billion market cap at which large mutual funds can look at it as a potential purchase.
$RDCM new multi-million order. Very cheap relative to its growth rate and profit potential.
Very solid beat by $NETIB.SS - the media business is humming along and taking market share while the synch business is on the cusp of broader rollouts in North America. Great buying opportunity here...
$AIP raised guidance and had very strong bookings with deferred revenue growing 25% and RPO also growing 25%. Seems like a bargain here at 3x sales versus $ARM at 36x sales...
$NETIB.SS was down 8% yesterday on a negative analyst report going into the quarterly report on Thursday. I think results will be much better. Let's see who is right..
Buying opportunity in the $NETIB.SS today. Stock selling off on a pessimistic analyst report that offers no new information than the market has…
Pretty good quarter for $SILC and some nice design wins announced in the PR. The stock is now trading at net cash and half of tangible book value. Lots of upside here over time.
Very solid quarter for $WEAV with 20%+ revenue growth and operating income positive for the first time in the company's history. The stock trades at a significant discount to comps at an EV/Sales multiple of 3.5x versus comps at 5x-10x.
Serviceware (SJJ.GY) reported a strong quarter but its stock did not rise proportionately. It is SaaS stock which trades at 1x sales compared with comps at 5x - 10x sales. Lots of potential upside here.
$SSTI getting beaten up the past few days over the end of the Chicago contract. Meanwhile the company will grow at least 5% next year and it trades very cheaply now at 1.3x sales and 7x EBITDA. Investors should use current weakness as a buying opportunity.
$SJJ.GY is a German SaaS company trading at 1x sales compared to SaaS comps trading at 5x sales and up. Its closest comp, Apptio, was purchased by IBM earlier this year at 10x sales. It is illiquid because management own 66% of the stock, aligning shareholder interest in a big…
$AIP at 3x sales seems pretty cheap versus $ARM at 30x sales but maybe my elemental math not so good...
$APPS taking a well deserved break today…perhaps we get moving up again tomorrow…
$TTGT is an under-the-radar company which is merging with Infor in the UK and is very undervalued at this point. The complexity of the deal structure has kept potential investors away but it is worth doing the work IMHO.
What happened to the Great Rotation? Small-caps in the penalty box once again...
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