There’s no doubt Audinate (ASX:AD8) is a high quality small cap with an ever-improving sustainable competitive advantage. But is the stock too expensive or still cheap?

AVA Risk, Eroad and Audinate are all ASX small caps worth following, given their long term business growth.

Audinate (ASX:AD8) shares are back at pre-covid levels. While its revenue and profits are yet to fully recover, the business is improving.

The Audinate Share Purchase Plan doesn’t look great, given that it offers holders the chance to buy shares at $5.15, only 2c below the current share price.

Audinate’s revenue has taken a big hit, but bizarrely, the share price is moving in the other direction…

I think some of the company’s customers will run into trouble…

Why I like them, the expected impact from the coronavirus, and my target buying range…

Audinate (ASX: AD8) reported its results for the first of FY20 yesterday and the share price flopped 14% in response. I must admit to clenching my butt cheeks slightly when I first saw the title of the results release (“Audinate remains well positioned to deliver long term growth”) – which I initially interpreted as slightly … Continued

Audinate disappointed the market with its lacklustre revenue growth which was only 14% on the pcp in Australian dollars to $16.1 million.

I would say for the average investor (whether retail or professional), neglect of the quality framework is extremely common.

One of the best adaptive enablers on the ASX in my view is Audinate (ASX:AD8). Audinate provides audio (and now audio visual) chips that allow different components of large audio visual systems to talk to each other through fibre optic cables instead of through copper cables. First of all, Audinate is clearly an enabler because the end … Continued