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.

Independent Stock Specific Research

Founder, BWS Financial Inc

Hamed Khorsand

Founder

Equity Bottom-Up

<ul>
<li>ADEA announced semiconductor licenses covering nearly all the remaining NAND memory market the Company has yet to sign. Both Western Digital (WDC) and Kioxia signed long term hybrid bonding licenses</li>
<li>ADEA has been targeting a change in their license approach and these two licenses would be the first of such a change. The licenses are variable in nature </li>
<li>ADEA was already assuming WDC and Kioxia would sign licenses this year when management provided 2023 revenue guidance.</li>
</ul>


ADEA announced semiconductor licenses covering nearly all the remaining NAND memory market the Company has yet to sign. Both Western Digital (WDC) and Kioxia signed long term hybrid bonding licenses
ADEA has been targeting a change in their license approach and these two licenses would be the first of such a change. The licenses are variable in nature 
ADEA was already assuming WDC and Kioxia would sign licenses this year when management provided 2023 revenue guidance.


Adeia

ADEA: More Deals Less Problems