A Novel Idea: Revenues & Profits

Published on
November 27th, 2019
20 minutes

A Novel Idea: Revenues & Profits

Trade Ideas ·
Featuring Jeff Meyers

Published on: November 27th, 2019 • Duration: 20 minutes

Jeff Meyers of Cobia Capital seems to have found an anomaly in the modern stock market, a company that is growing its revenues without sacrificing its profits. In this interview with Max Wiethe, Meyers makes the case for owning Digital Turbine, a fast-growing software company that has carved out their own niche in the smart phone industry. Meyers breaks down the APPS business model, gives his outlook for the future of the company, and addresses the potential risks. Filmed on November 20, 2019 in New York.