FSLY is a content delivery player morphing into a security company. The stock has been on a rocket ride in 2020. Our work on FSLY can be found as follows:
CRWD is a cybersecurity software & services company. The stock is generally to be found trading at a large multiple of everything - in part due to the superb quality of the business model which is both high growth and highly dependable. Our work on CRWD can be found as follows:
SPCE is a pure-play space sector business. It's a vertically integrated spacecraft manufacturer and tourism operator. That part is well known. What is not fully appreciated about the company is the degree to which government and scientific work is likely to form part of its revenue base going forward. Our work on SPCE can be found as follows:
MAXR is a pure-play space sector company focused on remote sensing. The company operates high-margin, recurring revenue Earth imaging services and in addition builds rather lower-margin satellite hardware too. The company continues to deliver upon a successful restructuring story. Our work on MAXR can be found as follows:
AVLR is a tax software company. The key value driver right now is the rollout of online sales taxes worldwide. Our work on AVLR can be found as follows:
SAIC is the #2 federal services contractor by revenue. We cover the stock due to its strength in space and other security-cleared sectors. The company is well managed and its strengths include large-scale acquisitions and a tight control of costs and working capital, delivering compelling cashflow margins as a result. Our work on SAIC can be found as follows: