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The Stocks-in-Depth podcast is provided by GARP Research, a provider of institutional equity research reports since 1995. GARP is renown for the granularity of its models and extensive writt...
Mitel has was long relegated to obscurity within the institutional investment community. However, the discussion in this series of episodes...
Realty Income has a diversified portfolio by sectors within the single parcel commercial property market. What are the risks of each sector,...
Realty Income operates in a commoditized industry, the ownership of standalone real estate parcels used by certain commercial retail enterpr...
Demand for MEMS microphones increased greatly when Apple put four microphones into the iPhone7. What might further stimulate the worl's appe...
Knowles two most important businesses, MEMS microphones and hearing aid components, share a common theme of eroding market dominance. But, m...
Knowles Corp. has suffered mightily since its spinoff from Dover Corp. in early 2014, mostly from the disastrous acquisition of Sound Soluti...
Donald Trump is about to be inaugurated as the 45th president of the United States. As far as we can tell, every other country in the world...
Institutional investment strategists follow economic and market data closely, and tend to weave together a narrative that explains the curre...
The historical record shows that countries that rise to economic greatness did so through a strong industrial policy, which incorporates tar...
History is replete with unanticipated events: Pearl Harbor, the dismantling of the Berlin Wall, the 2008 credit meltdown, and now the improb...
When we first examined the home standby generator market, we were struck by what seems to be a unanimity of opinion that tremendous secular...
Generac astutely commandeered the clear leadership position in home standby generators during the late 1990s and after the start of the mill...
For at least a decade, Generac's strategy has been to leverage off of its clear leadership in the home standby generator market to establish...
Generac has seen its sales and earnings decline for over two years. Four powerful storms swept across the U.S. in the 2011-2012 period, but...
Central Garden & Pet contains numerous distinct businesses within its two namesake segments. In part 3 of this podcast, we spend nearly two...
In Part 2 of the Central Garden & Pet podcast, we continue to review the operations of the company beginning with portions of the Pet segmen...
In Part 1 of this three-part podcast, we start by presenting some background on Central Garden & Pet, and we discuss management changes over...
In this podcast, we examine what has caused growth in outerwear, sportswear, and footwear to accelerate since the 2008 credit crisis for key...
In Part 1 of our podcast of analysis of Power Integrations' stock, we laid out how we saw it fitting in to stock market trends we've seen in...
The last major milestone for Power Integrations was its release of LinkSwitch2 in late 2008 to early 2009. LinkSwitch , by our estimate, is...
How much organic growth is really occurring at RealPage? Is the apartment rental market going to become swamped by capacity? How profitable...
Vocera Communications is dearly valued relative to its present level of sales and red ink has been flowing for several years. However, 2015...
Shares of Taser International (TASR) retreated dramatically ever since the riots in Ferguson, MO dominated the headlines in early 2015, abou...
In part 1 of our discussion of Taser International stock, we explore how there are two segments. Its conductive electronic weapons (CEWs) en...
In part 2 of this stock research podcast discussing Entellus Medical, we explore the rough an tumble world of how rivals in the medical devi...
Entellus Medical came public in January 2015 under the premise that it was the leader in office-based balloon sinus dilation, which was a sm...
Institutional investors have heard the story that unified communications is under-penetrated, and that soon most businesses will want to buy...
Three players are preeminent in the field of precision navigation: Trimble, Hexagon, and Topcon. Is the competitive dynamic stabilizing? How...
Trimble Navigation's high-margin geospatial business and its precision navigation systems for farm use have slumped as the dollar has pressu...
We described in Part 1 how Cree, Inc. ramped up its headcount in its LED fabrication operation during the major up-cycle that occurred from...
Shares of Cree, Inc. are trading at about the same price as they fetched a decade ago, but at this point in time demand for LEDs for use in...
Besides having a unique technology, cyrolipolysis, Zeltiq may be able to effectively use this revolutionary platform to address needs beyond...
Zeltiq has single handedly created a new market for reducing fat that targets the moderately overweight segment. It has become the fastest g...
With the launch of its Roomba 980 vacuum in September 2015, iRobot has added cameras, sensors, and Wi-Fi connectivity. CEO Colin Angle expla...
Out of the blue we've heard from some smart people interested in this obscure molecular diagnostics company. Yet it seems few really know wh...
In 1965 Gordon Moore, co-founder of Intel, made an astounding prediction that transistor density on chips would double roughly every two yea...
When Synaptics' stock price withered from over $100 per share this summer to the mid-60s, according to Bloomberg a state-backed buyer from C...
In Myriad's analyst day in NYC on September 14, 2015, management discussed the outlook for several new growth drivers, and it addressed chal...
Monotype Imaging is regarded as having a unique and somewhat bullet-proof franchise, being a "toll collector" when companies use fonts anywh...