Monday, January 15, 2018
Disruptive technologies come in many forms. Sometimes the disruption comes in the form of new technologies or, in other cases, it can be a new business model. However, in each situation the disruption causes incumbents to lose market share. In...
I've been long Vuxiz stock for almost a year. And, to be perfectly honest, it has sometimes felt like an eternity. Which is what happens when you invest in the future...there are numerous bumps and obstacles on the path...
I often refer to investing in public micro-cap companies as "public venture capital". This is because when you get it right, you can have venture-type returns; winning positions have the potential to return multiples on your investment. Venture upside...
Tailwinds' Take: 2017 was a solid year for MTBC operationally as they integrated a major acquisition, returned to positive cash flow, and repaired their balance sheet. 2018 should be an exciting year of both organic growth and acquisitions. SOMERSET, N.J.,...
As we enter the new year it is very difficult not to be optimistic...borderline exuberant. The Tailwinds Select Portfolio has been on a tear lately, closing the year with a bang. If gaining 20% in the last two months...
Here in the United States, Bitcoin is the rage. It’s all over the news, everyone is talking about it, and fortunes are being made in ICOs and other digital currency derivatives. It’s likely a bubble, but it’s definitely the...
While fundamental analysis can be done on a spread sheet, trading is more art than science. Understanding of both, and how they interact, can be very helpful to generating large returns. For example, I am quite confident that Catasys will...
As I type this article, Bitcoin is flirting with entering a bear market. This week's newsletter highlights three relatively underfollowed, or misunderstood, stories in the background. Each of which alone virtually guarantees the arrival of a bear market. Together,...
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