Etsy, Inc. operates online market places for buyers and sellers primarily in the United States, the United Kingdom, Canada, Australia, France, and Germany. Its online market places include Etsy.com and Reverb.com. The company offers approximately 66 million items in its various retail categories to buyers. It also provides various seller…
Enphase Energy, Inc., (ENPH) together with its subsidiaries, designs, develops, manufactures, and sells home energy solutions for the solar photovoltaic industry in the United States and internationally. The company offers semiconductor-based microinverter, which converts energy at the individual solar module level, and combines with its proprietary networking and software technologies…
Shopify is a long time favorite on our website. We own shopify stock since 2017 and they have exploded (bought @ $70, now they are worth about $1.400 that is about 20x). The idea is really simple. Build a website for people who know practically nothing about building websites. The…
It is generally assumed that the average yearly return on stock is about 8%. Some say more like 10% some say less like 7%. But let’s assume it is about 8%. Now let’s look at the value of the dollar towards the euro for the past few years. It is…
Since 2008 we are invested in bitcoins. And that is probably the best investment we made in our life. We have sold quite a few bitcoins since than and that is probably the worst decision we made in our life. But we still have some and we are true believers….
Digital Turbine, Inc., through its subsidiaries, provides media and mobile communication products and solutions for mobile operators, application advertisers, device original equipment manufacturers, and other third parties worldwide. Its software platform that enables mobile operators and OEMs to control, manage, and monetize devices. The company also provides programmatic advertising and…
Daqo New Energy Corp., together with its subsidiaries, manufactures and sells polysilicon to photovoltaic product manufactures in the People’s Republic of China. It offers ready-to-use polysilicon, and packaged to meet crucible stacking, pulling, and solidification products. The company was formerly known as Mega Stand International Limited and changed its name…
Arrowhead Pharmaceuticals, Inc. develops medicines for the treatment of intractable diseases in the United States. The company’s products in pipeline includes ARO-AAT, a RNA interference (RNAi) therapeutic candidate that is in Phase II clinical trial for the treatment of liver diseases associated with alpha-1 antitrypsin deficiency; ARO-APOC3, which is in…
We like all Sartorius companies at the moment. Sartorius Aktiengesellschaft (SRT) Sartorius AG (SRT3) and Stedim (DIM.PA) all perform really well the last few years. They make it to our Wiseguys list. Today we highlight Stedim. Sartorius Stedim Biotech S.A. produces and sells instruments and consumables for the biopharmaceutical industry…
Globant S.A. operates as a technology services company worldwide. The company offers transformational programs, ROI and cost efficiency, new revenue streams, E-mission, sustainability today, up with climate, organizational design, leadership mindset and organizational upskilling, cultural strategy, talent journeys, change management, delivery management, agile consultancy, management consulting, user experience, visual and…
