I bought OSS, or One Stop Systems, because of Thiebault’s earnings comments. ![]()
And… perhaps partly because, as far as I understand, the company operates in the fast-growing edge AI and defense markets. Management has succeeded in turning the business into clear growth, the order backlog is strengthening, the balance sheet is debt-free, and new multi-year programs seem to be piling up constantly, so there is at least some future security. Perhaps as they move into production, profitability could also improve significantly.
Insiders own a lot, but they haven’t been buying lately; on the other hand, the sales have mainly been just small portions, so I’m not worried. The share of institutional owners is quite high, which is also quite nice. ![]()
Now I need to follow the company more closely; its share of my stock portfolio is just under three percent.
