Tags » Investment Thesis

What Is Sitestar Worth?

I’m betting Sitestar (SYTE, $0.0465) is a familiar name to those of you who follow the microcap space. For those who don’t recognize it, I’ll do a quick catch-up. 1,324 more words

Investment Thesis

Virtual and Augmented Reality

Virtual Reality and its cousin Augmented Reality are the next platforms after the Mobile phone in the hierarchy of device platforms. Virtual Reality has always been fascinating but I think in the last couple of years it has come of age. 722 more words

Investment Thesis

Learning Startups

I took a break from writing daily. It has been a great time of self reflection and spending quality time with my 3 month old baby girl Maya Teresa. 619 more words

Investment Thesis

GlobalSCAPE Inc and Why SaaS Kicks Ass

I’ve been looking at several SaaS (software-as-a-service) companies as of late. In laymen’s terms, SaaS is software that is hosted by the providing company and the customer pays a regular subscription fee to use it (as opposed to purchasing the software up front for a one-time fee and hosting the software themselves). 788 more words

Investment Thesis

What I Obsess About as an Early Stage Investor

Last night I was invited as a guest to a networking event, hosted by Tablecrowd and attended by about 20 people. The format is more intimate than other networking dues I get to attend, consisting of drinks, followed by a proper dinner, closing off with a quick speech by the guest and Q&A. 776 more words

Investment Thesis

Napco Security Technologies (NSSC)

Napco Security Technologies (NSSC, $5.56) is one of the companies I met with at the MicroCap Conference two weeks ago. At a quick glance, Napco appears to be a typical manufacturer with no competitive advantage and low margins, but there may be more to the story. 635 more words

Investment Thesis