Founder, BWS Financial Inc

Hamed Khorsand

Founder

Independent Stock Specific Research

BWS Financial Inc

BWS provides independent stock specific research focused on companies with distinct value that are going through a special situation where there is a tangible catalyst not priced in. The catalyst can be anything from new product, restructuring, M&A, management change, change in business strategy, etc. BWS’s focus is to understand the change and evaluate the potential return for investors.

BWS utilizes a self formed proprietary approach in discovering stocks by putting great emphasis on deep research. BWS does generate short recommendations following a similar criteria.

Equity Bottom-Up

<ul>
<li>The risk to INOD experiencing a sequential decline in spending activity in the near-term could have been alleviated from the continued spending in artificial intelligence (“A.I.”).   </li>
<li>AMZN and GOOGL have their internally developed processors ready for high performance deep learning. The new chips suggest A.I. training is not going anywhere and could expand in 2025.   </li>
<li>INOD's revenue growth has been predominantly from one customer. This should begin to change in 2025. </li>
</ul>


The risk to INOD experiencing a sequential decline in spending activity in the near-term could have been alleviated from the continued spending in artificial intelligence (“A.I.”).   
AMZN and GOOGL have their internally developed processors ready for high performance deep learning. The new chips suggest A.I. training is not going anywhere and could expand in 2025.   
INOD's revenue growth has been predominantly from one customer. This should begin to change in 2025. 


<ul>
<li>INOD is benefiting from the movement to incorporate artificial intelligence (“A.I.”) into many applications</li>
<li>INOD provides the datasets required for training A.I. and it has quickly become a leading provider of such service</li>
<li>The Company is now on pace to grow at a faster pace than expected and should lead to higher earnings and free cash flow in coming quarters</li>
</ul>


INOD is benefiting from the movement to incorporate artificial intelligence (“A.I.”) into many applications
INOD provides the datasets required for training A.I. and it has quickly become a leading provider of such service
The Company is now on pace to grow at a faster pace than expected and should lead to higher earnings and free cash flow in coming quarters


<ul>
<li>INOD hired more people in the second quarter to keep up with demand as revenue grew by approximately 66 percent from the year ago period. </li>
<li>INOD has expanded its relationship with technology companies and announced an additional customer win. INOD has seven large technology companies as customers</li>
<li>The pace of wins over the course of this year puts INOD on the path to exceed our original estimates. INOD’s updated guidance for 2024  </li>
</ul>


INOD hired more people in the second quarter to keep up with demand as revenue grew by approximately 66 percent from the year ago period. 
INOD has expanded its relationship with technology companies and announced an additional customer win. INOD has seven large technology companies as customers
The pace of wins over the course of this year puts INOD on the path to exceed our original estimates. INOD’s updated guidance for 2024  


High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

Thematic (Sector/Industry)

<ul><li>In any portfolio, it’s always good to have a listing of up and coming companies on hand which you may be interested in which may have recently IPO’d, did a significant acquisition, or has introduced a new and exciting product or service.</li><li>These companies may also have parabolic forward Wall St. estimates for both revenue and or profits.</li><li>I generally refer to this listing as my “wild broncos” listing and they generally can have wild price and volume swings (based upon earnings releases, press releases, investor day presentations, or analyst upgrades) and sometimes can often come under attack by short seller reports.</li></ul>

In any portfolio, it’s always good to have a listing of up and coming companies on hand which you may be interested in which may have recently IPO’d, did a significant acquisition, or has introduced a new and exciting product or service.These companies may also have parabolic forward Wall St. estimates for both revenue and or profits.I generally refer to this listing as my “wild broncos” listing and they generally can have wild price and volume swings (based upon earnings releases, press releases, investor day presentations, or analyst upgrades) and sometimes can often come under attack by short seller reports.

<ul><li>Semiconductors- “Big Money” Rabid Buying Spree Continues NVIDIA’s (NVDA) and Marvell’s (MRVL) earnings calls and forward guidance delivered this week resulted in earthquake shock re-rating to all things semiconductors on Thursday and Friday.</li><li>On Thursday, NVIDIA’s $198B market cap gain was the largest market cap gain in market history.</li><li>In the first quarter of this year, Microsoft gave clues that artificial intelligence would emerge as the next great computing platform and then this quarter it appears that Wall St. has woken up to the degree of significant data center retooling and infrastructure spending which will be required to support emerging artificial intelligence computing demand.</li></ul>

Semiconductors- “Big Money” Rabid Buying Spree Continues NVIDIA’s (NVDA) and Marvell’s (MRVL) earnings calls and forward guidance delivered this week resulted in earthquake shock re-rating to all things semiconductors on Thursday and Friday.On Thursday, NVIDIA’s $198B market cap gain was the largest market cap gain in market history.In the first quarter of this year, Microsoft gave clues that artificial intelligence would emerge as the next great computing platform and then this quarter it appears that Wall St. has woken up to the degree of significant data center retooling and infrastructure spending which will be required to support emerging artificial intelligence computing demand.

United States

Innodata Inc. provides services, products and solutions that their clients use to create, manage and distribute digital information.  The Company provides business process, technology and consulting services to assist clients in setting digital content production and product strategies.

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