30 | Investing to $1,000,000 in my taxable brokerage | Crazy enough to jump out of planes for fun | not financial advicesubstack.com/@kyleadamsstoc…Joined January 2019
Now way over 100% up on $SILC.
Very bullish earnings / call. The company is in an inflection point for the next few years and trending towards beating their upper guidance on design wins.
About 100% up on my $SILC position.
Lot of design wins, and we are entering a period of growth, so expect momentum to continue.
Not as much of a no brainer around $30, but still holding my shares.
About 100% up on my $SILC position.
Lot of design wins, and we are entering a period of growth, so expect momentum to continue.
Not as much of a no brainer around $30, but still holding my shares.
$SILC
Not a name I talk about a lot, but quietly winning a lot of design wins to set them up for growth again.
This company / stock has been a loser for many years, but I believe it is waking up, and about to enter a cycle of growth.
Yesterday, they announced a customer is
Feels we might be in for some interesting times at Radcom $RDCM.
Activists popping up left and right. Lynrock Lake is at ~20% and has been pushing for a strategic review (clearly a sale).
Value Base (5.4%) looking to clean up the board.
Good growth (leaning into AI/5G tailwinds), 75%+ gross margins, plenty of operating leverage, ramping cash flow, ~60% of market cap in net cash, ~10x forward PE.
Relatively high customer concentration though, and pretty lumpy business.
$PPIH Boring by Design, Interesting by Numbers
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