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A Quick Take on PAR Technology
For an overview of the business model and products, see our Primer. Summary:
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Shareholdersunite
The AI CapEx Boom is Boosting Growth
But can it last?
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Shareholdersunite
A Primer on PAR Technology
Cornering the POS software market for fast casual restaurant chains and expanding beyond.
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Shareholdersunite
Nutex Health; Explosive Growth
We wrote the article below before preliminary Q2 figures came out but the 10Q and CC are delayed due to non-cash accounting adjustments related to the…
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Shareholdersunite
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A Quick Take on Fulgent Genetics
An odd combination of businesses, but for patient investors this can work and the shares aren't expensive.
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Shareholdersunite
A Quick Take on Crexendo
Wiping the floor with the competition..
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Shareholdersunite
A Primer on Fulgent Genetics
Trading below cash..
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Shareholdersunite
A Primer on Crexendo
Crexendo (CXDO) offers award winning CCaaS and UCaaS services on a single proprietary platform that now has over 6M users.
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Shareholdersunite
A Quick Take on InfuSystems
InfuSystem delivered strong Q2 results with record revenue, margin expansion, and robust cash flow, reflecting disciplined execution and operational…
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Shareholdersunite
A Primer on InfuSystem
Stay tuned for our Quick Take with the financials and investment perspective on InfuSystems.
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Shareholdersunite
A Quick Take on SurgePays
This could get interesting..
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Shareholdersunite
A New DeepSeek, from Singapore
AI is still in the very early innings, with architectures not yet settled on a dominant design.
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