Primer: KVH Industries (KVHI US) - Aug 2026
KVH is strategically pivoting from a hardware-centric model to a recurring revenue, service-oriented business by integrating disruptive LEO...
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KVH Industries (KVHI-US): Micro-Cap on the Cusp of a Huge Inflection
It was originally an antenna manufacturer for legacy satellite communication systems and over time launched its own data plans to serve vessels...
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AI Flow Index : Sailing a Sea of Companies in AI - 2 April 2026
Last month (ending 3/31), the WTR AI Index was down 5.5% M/M versus the S&P 500 Index (down 5.1%), the Russell 2000 Index (down 5.2%), and the...
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Japan Telecoms/Internet - A Quick Look at Public Equity Portfolios
Public equity portfolios in our coverage represent 3% of total market cap, driven by capital alliances tied to business collaboration. We thought...
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Small-Caps Positioned to Benefit from Multi-Year Defence Spending Cycle
Defence and aerospace small-cap equities are emerging as key beneficiaries of increasing government defence budgets. Canada has committed to...
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