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Stock Writeups

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Payton Planar - A Hidden Gem Under The Electric Vehicle Hood

Symbol: PAYT (TASE)
Position: Long
Date Published: July 2018
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Payton Planar - Hitting All Cylinders In Spite Of The Pandemic

Payton Planar - Hitting All Cylinders In Spite Of The Pandemic

Symbol: PAYT (TASE)
Position: Long
Date Published: October 2020
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Payton Planar – Not just under the EV hood, but also a play on cloud data centers

Payton Planar – Not just under the EV hood, but also a play on cloud data centers

Symbol: PAYT (TASE)
Position: Long
Date Published: April 2019
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Driver Monitoring System

Driver Monitoring System

Symbol: [TICKER]
Position: [Long/Short]
Date Published: June 2021
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3 Insights for Corona Investing

3 Insights for Corona Investing

Symbol: ZS, TTD
Position: [Long/Short]
Date Published: April 2020
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Cyber and Palo Alto Network

Cyber and Palo Alto Network

Symbol: PANW
Position: [Long/Short]
Date Published: October 2019
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Edge computing (American Tower)

Edge computing (American Tower)

Symbol: AMT
Position: [Long/Short]
Date Published: January 2020
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Hearing Aids

Hearing Aids

Symbol: Amplifon, Demant
Position: [Long/Short]
Date Published: August 2019
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HubSpot

HubSpot

Symbol: HUBS
Position: [Long/Short]
Date Published: November 2020
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Revisiting Universal Display Short Thesis

Revisiting Universal Display Short Thesis

Symbol: OLED
Position: Short
Date Published: June 2018
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