There's a veritable gold rush going on right now in the area of personalized therapies. Companies like Novartis and Gilead (KITE) were among the first to hit the pay zone, but there's plenty of gold in them thar hills,...
We added to one of our positions today in front of next week's Augmented World Expo (AWE) taking place in Silicon Valley. For those who don't know, AWE is the world's largest Augmented Reality and Virtual Reality Conference (https://augmentedworldexpo.com/). AWE...
Ever since humanity first began to push for innovation, there have been countless new processes and technologies which have positively enhanced entire industries. In many cases, a leader or group of collaborators control the new direction of the industry....
Tailwinds' Take: MoneyOnMobile is resuming their growth trajectory. The Company is the cheapest play on digital payments in India and is very well positioned to be merged into other platforms as they expand the reach and scale of their...
FTE Networks (FTNW) reported their earnings yesterday. The good news was that things appear to be right on track for hitting their guidance. Revenues of $85M and adjusted EBITDA of $7.4M are trending towards the official guidance of $350...
Tailwinds' Take: having a manufacturing partner is a key step towards clinical development of their drug candidates. With their recent financing, which we believe had large insider participation, behind them, we would expect to see more press releases out...
Tailwinds' Take: This is spot on to hit their guidance, however Crosslayer is just starting to kick in which should drive upside in GM and EBITDA as we move forward. It's obvious the Benchmark side is doing well. The...
Quarterly earnings season is the four times each year in which companies give investors an inside look as to what's going on. They not only reveal their sales and profits, but, typically, they provide guidance (either specifically or in...
Tailwinds' Take: the closing of this private placement is a key catalyst for Bioasis shares. We have been adding in the Tailwinds portfolios and look forward to seeing how details concerning the level of insider participation. If insiders were...
You had to know that last week’s Barron’s cover was too good for me to pass up. Come’ on. It’s just screaming at me to write a post. It’s like Lindsay Lohan attending a celebrity vodka launch event - you...