Health Care

Report by 280First

LSFT's executive employment agreements contained severance and change in control policies. It seems that the new policy contains more benefits under Change in Control. Executive employment agreements were last amended in May and June of 2020. The new policy does not seem to be a routine update. As there are always reasons why companies elect to take any action, is this new policy prompted by external takeover interests? Other key findings from 280first's Q2 22 10Q and 10K filings analysis included Altice USA (ATUS), Microstrategy Incorporated (MSTR) and Enphase Energy (ENPH).

Technology

Report by BWS Financial

Priced for perfection despite signs of growth waning - overly bullish management forecasts to leave investors disappointed. CALX has benefitted from an increase in broadband service providers adopting its software solutions during a time when people were staying at home, but those trends are now changing. Comcast and Altice USA have both recently reported a decline in broadband subscribers and Hamed Khorsand believes CALX’s customer concentration towards smaller providers makes it prone to even greater volatility with orders. 12-month TP $13 (75% downside).