Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

Equity Bottom-Up

<ul>
<li>Elan's index removal has resulted in a spike in volume, however the removal selling should be abating.</li>
<li>The company remains in a very strong position with a large cash warchest and additional cash to be generated even in a down-cycle.</li>
<li>The company should buyback shares in our view, as it did in 2021. Industry weakness also presents acquisition opportunities.</li>
</ul>


Elan's index removal has resulted in a spike in volume, however the removal selling should be abating.
The company remains in a very strong position with a large cash warchest and additional cash to be generated even in a down-cycle.
The company should buyback shares in our view, as it did in 2021. Industry weakness also presents acquisition opportunities.


Elan Microelectronics: Index Removal Ending, Cash Rich for Buybacks or Acquisitions

Analysis on GARP with strong economic moats, Moat Investing

Moat Investing

Analysis on GARP with strong economic moats

We are a group of experienced investors that like to dig deeper into stocks to find growth stories at a reasonable price with strong economic moats. We also aim to conduct high-quality analysis by doing deep dive on valuations, key business drivers, risk/reward, and different future scenarios.

GARP with strong economic moats

<ul>
<li>The haptic technology industry is expected to grow at a CAGR of 14.5% from 2021 to 2027 according to PR Newswire.</li>
<li>IMMR issues with management, investor relations management, and litigations is limiting the value of the stock.</li>
<li>Immersion is putting less money into R&amp;D, making some investors worried onto whether it will have a sustained strong future as market leader in haptic technology.</li>
</ul>


The haptic technology industry is expected to grow at a CAGR of 14.5% from 2021 to 2027 according to PR Newswire.
IMMR issues with management, investor relations management, and litigations is limiting the value of the stock.
Immersion is putting less money into R&amp;D, making some investors worried onto whether it will have a sustained strong future as market leader in haptic technology.


Immersion: The Market Leader Of Haptic Technology Plunged By 33% In 6 Months

United States

Immersion Corporation develops and licenses hardware and software technologies that enable users to interact with computers using their sense of touch.  The Company's patented TouchSense technologies enable computer peripheral devices to deliver tactile sensations that correspond to on-screen events.

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Immersion Corporation (IMMR US)

Elan Microelectronics: Index Removal Ending, Cash Rich for Buybacks or Acquisitions

Recent market weakness and underperformance for the shares presents long-term value now that the company's index removal event is ending.

Vincent Fernando, CFA

Immersion: The Market Leader Of Haptic Technology Plunged By 33% In 6 Months

The haptic technology industry is expected to grow at a CAGR of 14.5% from 2021 to 2027 according to PR Newswire. IMMR issues with management,...

Moat Investing

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