Turtles Research

Turtles Research

Two new ideas

And reevaluating Radcom

IJW's avatar
IJW
Feb 23, 2026
∙ Paid

So I sold Radcom last week. The guidance + call was really confusing. They expect to expand business with their current major customers and win several new tier 1 customers. Supposedly they lower cos…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2026 IJW · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture