Ellie Mae is one of the few SMID-cap SaaS vendors I track whose stock has lost value over the last year, its growth narrative clouded by waning growth in mortgage originations. During the first half of 2018, a common view espoused by housing-related companies was that refinancing volumes had pretty much nowhere left to go […]
Tag Archives: ELLI
[DHR] Danaher
[DHR] Danaher
May 23, 2023
Related post (read this first): [TMO] Thermo Fisher The life sciences behemoth we now know [...]
Continue reading →[SCHW] Charles Schwab
yet another Schwab post
May 14, 2023
(our regularly scheduled life sciences programming resumes in a week or so) Schwab lost a [...]
Continue reading →[TMO] Thermo Fisher
[TMO] Thermo Fisher
April 23, 2023
Most of the time the subjects of my writing are more similar than they appear. [...]
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Continue reading →[APH] Amphenol
[APH] Amphenol + quick $APG follow-up
April 5, 2023
Soon after I published a bullish post on APi Group last week, a few Twitter [...]
Continue reading →[APG] APi Group
[APG] APi Group
March 28, 2023
I was going to combine APG and APH into a single write-up but now I’m [...]
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