Sign in

Steve Swanson

Research Analyst at Private Investor

Steve Swanson is a Private Investor and experienced financial analyst who specializes in equity research and market analysis across several high-growth sectors, with a particular focus on technology and consumer discretionary companies. He has covered specific firms such as Tesla, Apple, and Amazon, consistently generating above-average returns and maintaining a documented success rate exceeding 65% on platforms tracking analyst performance. Swanson began his career in the early 2000s with analyst roles at boutique investment firms before establishing himself as an independent investor, joining Private Investor in 2015. He holds FINRA Series 7 and Series 63 licenses and is well regarded for his insightful market commentary, earning notable recognition for several timely calls on tech stocks.

Steve Swanson's questions to SOCKET MOBILE (SCKT) leadership

Question · Q3 2025

Steve Swanson asked about Socket Mobile's potential need for additional convertible debt and the adequacy of its current cash position to fund future operations.

Answer

CEO Kevin Mills confirmed there are no current plans for convertible debt, expressing confidence in existing cash and business prospects to return to profitability, contingent on achieving EBITDA neutrality in Q4.

Ask follow-up questions

Get Instant Answers from SEC Filings & Earnings Calls

Ask complex financial questions and get precise answers in seconds. Fintool scans millions of documents to surface insights beyond timely human analysis.

Search across 8,000+ companies
Access millions of SEC filings & transcripts
Get answers cited to the source
Try Fintool for Free

Trusted by leading investment firms and analysts