HeyJaredSensus Capital Research
Sell-side research focusing on investing into Tech, SaaS and small-cap markets.
- Indexed issues, last 90 days
- 7
- Latest publication
- Aug 29, 2026
- Audience
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- Earliest in this view
- Jul 10, 2026
Latest issues
LSI Industries: Display Strength, Integration Growing Pains (opens the original)
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LSI Industries (LYTS) reported Q4 2026 earnings on 20 August 2026 that beat our estimates on the top-line, but missed on the margin front. This quarter exposed several integration challenges at Royston which warrant increased caution. Royston’s revenue declined YoY due to intentional narrowing of the product mix, while Display Solutions was the bright spot growing 18% YoY organically. While we remain optimistic on the financial prospects and the business opportunity for LSI Industries, we are ca
Dynatrace: From Panic to Proof (opens the original)
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When we announced our bullish stance behind Dynatrace in March 2026, we called it Buying the Panic. That is exactly what it was.Back in January/February 2026, the market decided that AI will destroy software. And while it is a valid risk for some SaaS companies, to us, it never made any sense to apply the same framework to Dynatrace. Dynatrace is the direct beneficiary of AI roll-out.Fast-forward nearly 6 months, and the market seems to have realised its mistake. In the mea
MarTech is Doing Fine (opens the original)
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Nowadays the sentiment across the board is that software is back. That is a stark contrast to the situation just 6 months ago, when the market decided that all of the software companies will get displaced by AI.The pessimism had real legs to stand on, after all, not all software is unique, proprietary or has some form of a moat, but it was indiscriminately applied to every single software name to such an extent, that the stock prices disconnected entirely from the business fundamentals.This crea
ACM Research (ACMR): Unique Bet on China's Semiconductor Industry (opens the original)
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ACM Research Inc ($ACMR) is a name we have followed for a while now. We got very bullish on the company back in late 2024, when the stock was trading at around $16 per share, following the hype cool-down of early 2024 and of 2022, two “go go” moments for the company’s stock that pushed it above $30 per share at the time. We saw a name that lost the previous attention it had, while none of the core business drivers got impaired. We built a position and subsequently exited it once the stock hit ou
e& (EAND): Q2 2026 Earnings Update - Guidance Raised, Thesis Confirmed (opens the original)
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e& (EAND) has released the earnings results for Q2 2026 last Friday. Before we dive deeper into the release and update our outlook, we recommend revisiting our initiation of coverage post, as this article is meant to be a quick update and will not explain many elements in detail:OUR THESIS: Dominant and a diversified conglomerate trading at a 30% discount to its historical valuation driven by consensus estimates pointing to a contraction, while the core business has better growth rates and a bet
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