Comments
Transcript
-
VWDigital Turbine has been an absolute beast.
-
ELI enjoy the session and I appreciate the frank inputs of Jeff. I bought APPS not too long ago and still holding it - I see the thesis on finding quality companies with strengths, where if they rise up and grow - that is exactly how we can get the 3X or 5X or 10X return. If the company is good - it can grow its revenues at a much faster pace, grabbing shares and stay ahead of the curve, and that is how one can transform from a $ 500M market cap company into a $ 1B or $ 2B market cap company and translate to the 2X or 4X return. The price premium will kick in when the market pays attention to its rapid growth and further accelerate the market cap grows. I'll be doing some research on some of the companies listed. Hidden gems hunting can be interesting :-)
-
MHExcellent conversation and content. Max is superb and Cobiaman is one of the most laid back long-short PM I have seen. Thanks to him I made 10X on APPS for me and clients.
-
TSyou know
-
HWThanks for the insights Jeff! Love the focus around small cap tech companies & there is a massive opportunity around SD-WAN. I would be curious to hear your take on companies you are following in the UCaaS & CCaaS space - there are fairly high compound annual growth rates with a lot of potential in that ecosystem.
-
GFI'm a little surprised that there are no comments yet. I would suggest to RV that they open these comments as the live interview ends, even if it will be several hours before the recording is available. In that way, those who watch it live could post their comments while they are still fresh in their minds.