Latest Garp Podcast Episodes
SID 0017 Taser International - Part 2
Stocks-in-Depth - February 20, 2016 03:00 - 1 hour ★★★★ - 9 ratingsShares of Taser International (TASR) retreated dramatically ever since the riots in Ferguson, MO dominated the headlines in early 2015, about one year ago. Is the decline because of fundamental factors such as Motorola's decision to enter the body cam and evidence management business, or is it ...
SID 0016: Taser International - Part 1
Stocks-in-Depth - February 13, 2016 03:00 - 1 hour ★★★★ - 9 ratingsIn part 1 of our discussion of Taser International stock, we explore how there are two segments. Its conductive electronic weapons (CEWs) enjoy extraordinarily high profitability with mid-30's operating margins fully burdened, and competition barely exists. The other segment is Axon, which con...
SID 0015 Entellus Medical: Part 2
Stocks-in-Depth - February 06, 2016 01:18 - 1 hour ★★★★ - 9 ratingsIn part 2 of this stock research podcast discussing Entellus Medical, we explore the rough an tumble world of how rivals in the medical device industry can vary from raising a hundred million dollars for companies that wind up having minimal revenues and fail, to the foibles of industry giants s...
SID 0014 Entellus Medical
Stocks-in-Depth - January 30, 2016 04:54 - 1 hour ★★★★ - 9 ratingsEntellus Medical came public in January 2015 under the premise that it was the leader in office-based balloon sinus dilation, which was a small but increasingly preferred niche compares to FESS operations performed in hospitals. The investment research discussed in this podcast examines whether...
SID 0013 Plantronics
Stocks-in-Depth - January 22, 2016 01:59 - 1 hour ★★★★ - 9 ratingsInstitutional investors have heard the story that unified communications is under-penetrated, and that soon most businesses will want to buy Plantronics' headsets that incorporate software compatible with Microsoft's Skype for Business cloud-based platform for office workers. Why has penetratio...
SID 0012 Trimble Navigation - Part 2
Stocks-in-Depth - January 09, 2016 05:00 - 1 hour ★★★★ - 9 ratingsThree players are preeminent in the field of precision navigation: Trimble, Hexagon, and Topcon. Is the competitive dynamic stabilizing? How are managements dealing with slower revenue growth, and does this mean that end markets are much more penetrated than before? How rapidly can adoption o...
SID 0011 Trimble Navigation - Part 1
Stocks-in-Depth - December 26, 2015 05:00 - 1 hour ★★★★ - 9 ratingsTrimble Navigation's high-margin geospatial business and its precision navigation systems for farm use have slumped as the dollar has pressured commodities markets. But the company continues to grow in building information modeling (BIM) software and in mobile solutions for truckers and other f...
SID 0010 Cree, Inc. - Part 2
Stocks-in-Depth - December 19, 2015 05:00 - 1 hour ★★★★ - 9 ratingsWe described in Part 1 how Cree, Inc. ramped up its headcount in its LED fabrication operation during the major up-cycle that occurred from 2006 through 2010. Although fewer bodies have been added since then, there's "only" been a 10% reduction in corporate headcount since the all-time peak in ...
SID 0009 Cree, Inc. - Part 1
Stocks-in-Depth - December 12, 2015 21:18 - 1 hour ★★★★ - 9 ratingsShares 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 commercial lighting applications is very robust. Other companies involved in this area have enjoyed a warm reception from investors, in stark contrast to C...
SID 0008 Zeltiq Aesthetics - Part 2
Stocks-in-Depth - December 05, 2015 05:00 - 40 minutes ★★★★ - 9 ratingsBesides having a unique technology, cyrolipolysis, Zeltiq may be able to effectively use this revolutionary platform to address needs beyond the original intention to selectively reduce fat in a non-surgical way. In 2017, it plans to use CoolSculpting to treat grade 2 cellulite and acne. Grade...
SID 0007 Zeltiq Aesthetics: Part 1
Stocks-in-Depth - November 28, 2015 05:00 - 1 hour ★★★★ - 9 ratingsZeltiq has single handedly created a new market for reducing fat that targets the moderately overweight segment. It has become the fastest growing aesthetic treatment, which was already notable for the tremendous demand for neuromodulators like Botox and hyaluronic acid fillers like Restylane a...
SID 0006 iRobot
Stocks-in-Depth - November 21, 2015 05:00 - 1 hour ★★★★ - 9 ratingsWith the launch of its Roomba 980 vacuum in September 2015, iRobot has added cameras, sensors, and Wi-Fi connectivity. CEO Colin Angle explains why he feels a roving sensor platform aboard the Roomba places iRobot in a unique position to grab leadership in the connected home of the future, and ...
SID 0005 Luminex
Stocks-in-Depth - November 14, 2015 05:30 - 50 minutes ★★★★ - 9 ratingsOut of the blue we've heard from some smart people interested in this obscure molecular diagnostics company. Yet it seems few really know what's going on in this space. All the focus is on the FDA clearance of Luminex's new platform, Aries, which was designed to appeal to hospitals that might ...
SID 0004 Advanced Energy
Stocks-in-Depth - November 07, 2015 05:30 - 59 minutes ★★★★ - 9 ratingsIn 1965 Gordon Moore, co-founder of Intel, made an astounding prediction that transistor density on chips would double roughly every two years. But few know that at the same time he warned chip fabricators would hit a wall when the geometries involved became as small as atoms or particles thems...
SID 0003 Synaptics
Stocks-in-Depth - November 02, 2015 18:03 - 58 minutes ★★★★ - 9 ratingsWhen Synaptics' stock price withered from over $100 per share this summer to the mid-60s, according to Bloomberg a state-backed buyer from China offered to pay $110 per share for the company, and was rebuffed. What did China see in Synaptics that institutional investors in the U.S. may have mis...
SID 0002 Myriad Genetics
Stocks-in-Depth - November 02, 2015 16:45 - 55 minutes ★★★★ - 9 ratingsIn Myriad's analyst day in NYC on September 14, 2015, management discussed the outlook for several new growth drivers, and it addressed challenges faced in its legacy BRCA1/2 hereditary cancer genetic testing franchise. We explore what's new, the ins and outs of each opportunity, and delve into...
SID 0001 Monotype Imaging
Stocks-in-Depth - November 02, 2015 16:22 - 33 minutes ★★★★ - 9 ratingsMonotype Imaging is regarded as having a unique and somewhat bullet-proof franchise, being a "toll collector" when companies use fonts anywhere from on a laser printer to cloud-based publishing in mobile ads. But why has there been margin erosion and deceleration of growth? We explore what's u...
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