- NXTD 2018 Outlook Download as a pretty PDF here: NXTD SV Note April 2018 April 2018 Update 2017 was a busy year for Nxt-ID. Revenues tripled to $23.3M from $7.3M in 2016. It took some expensive financing to get it all done but now the company is in a much better position and has cleaned up the balance sheet considerably. ...
- MRI Interventions Consolidates their Lead in Brain Operations and Drug Delivery Context MRI Interventions “ClearPoint” system is well-known in the neurosurgery space as the most accurate, least invasive way to perform brain surgery. It’s frequently used for deep brain stimulation, laser ablation and to deliver drugs to tiny areas in the brain to treat conditions like Parkinson’s Disease. The company has grown consistently over the years but it’s ...
- MRI Interventions New Focus We’ve been following MRI Interventions (MRIC) for two years now and the company recently hired a new CEO, Joe Burnett, who has enjoyed a long and successful career in medical devices. More details are in the October 2017 press release. This is a brief update on what we are expecting in 2018. For investors who don’t ...
- Tech Growth Expectations As we enter the heart of 1Q earnings season we like to look at how expectations are currently set for the year. Based on a group of 219 mostly US-listed companies with over $1B of annual revenues the expected technology revenue growth this year is currently 5.9%. This ...
- Viral Genetics in 2012 – Research Update We recently completed a new research update on Viral Genetics which is a very small quasi-public company emerging from a quiet year with much more planned in 2012. Since we published the report just a day or two ago the company announced their ...
- The Nanotechnology Trend is Intact We’ve had a great time in nanotechnology during the past year. We’ve dug into laser-based lighting, new waterproof coatings for your iPhone, commercial-scale quantum computers, optical networking, batteries, algae-based fuels, lighting, and improved medical diagnostics to name some. Although many of the individual opportunities are powerful enough by themselves, the fact that nanotechnology can be leveraged as a ...
- A micro-cap play on digital cinema The conversion of cinemas from analog to digital and 3D continued throughout the economic crisis and has accelerated recently based on the conversations we have had with a number of suppliers in the industry. The most direct play on this trend has been RealD (RLD – $29) which came public in July of last ...
- Research is Finally Going Online The research “business” has started shifting online in earnest. We noticed it back in August when the number of online followers of our work started to really grow. It’s hard to nail down the exact cause but it may have something to do with the iPhone/iPad/Facebook phenomenon. These three are now wildly popular, especially with ...
- One Way Doors I attended a one-day “Think Tank” hosted by Coburn Ventures in November where a hundred or so smart people riffed about a broad range of topics in technology, social networking, the Internet, and investing. The event defies easy encapsulation because ultimately what you take away is based on your own personal thought process and the ...
- Motorola Story Intact for YE We published a Motorola positioning document and company analysis back in February (available here) that outlined how Motorola might establish some improved momentum and gain a better multiple in the market to drive the stock towards $20. Even absent a bold strategy, the valuation of the company post-split is likely to be in the $11-12 ...