Hatchetaxe

Hate the co but problem is everyone knows the negative news, even the sell side analysts sounded like their short...... one day perhaps

Another new high on good volume. They also announced that they will be attending their first conference in over a decade I believe, good sign things are turning up for them. Read my initial report for more.

Good guidance and growth, more importantly they substantiated that the conversion in UC is in its infancy which bodes well for ATGN which is tiny but can go much further and is the cheapest on an eps level compared to all the players. ATGN is also a play on Microsoft MSFT teams. Looks like its about to breakout past $1.00 finally.

This may get interesting down around $5.00, great technology and company and I believe will be acquired in the next 2-3 years as soon as the fanfare dies out. Unfortunately their putting the resources into pushing more product/revenue out into the market when they should be further leveraging their platform and its capabilities. Love the product but somewhat...

EGHT reported the other day - lackluster and some execution risk as they pushed things out for 6months. Looks like they tried to start a big partner program which didnt work well with their inside sales people. fyi - this never works well. Their trying to sell the enterprise product down market and just said sales didnt have the right tools. I think sales was...

So my first short and believe it or not I shorted this many moons ago at 40 covered at 20 but then went to single digits. The thesis has always been simple - They are a lender of last resort for auto buyers and yet the companies bonds are rated AAA - how do they do this - insurance on their stuff followed by reinsurance followed by reinsurance. Interesting...

AUDC another interesting company in the UC space breaking out from a technical perspective but fundamentally like ATGN better

No edge at this moment fundamentally but good co at decent valuation and good technical spot to set a 3pt stop loss or perhaps buy some call leaps on it

While I like the stock fundamentally just look at RNG and EGHT. From a technical analysis I think this looks good but would love some feedback as I’m a purely fundamental analyst

Activist got 2 board members into the company six months ago. I believe still some work to be done and possibly a year end wash out. It may take some work and awhile to get this moving in the right direction. Getting out of the 2 divisions and concentrating on core area is the right think to do, (along with the CEO removal) but they did not address saving from...

Good co and smart board of directors, watch for volume consolidation

Profitable and in the UC space like EGHT