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Strategies & Market Trends : Fundamental Value Investing
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To: bruwin who wrote (4416)5/22/2020 6:59:23 PM
From: Sergio H2 Recommendations

Recommended By
E_K_S
Jurgis Bekepuris

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It's a different paradigm for the companies that I mentioned and not fair to judge them on profitability since they are clearly capable of profitability but on a small basis which would guarantee them with no future. I thought you might find these small companies of interest since you are well aware that there is more than one way to skin a cat with the cat in this instance being making a profitable investment.

mCloud and VIQ are growing by acquisition. In the SaaS world it is much cheaper to gain a customer by buying companies than by having a large sales staff. Both of these companies would be profitable immediately if they do not make another acquisition. A successful company is measured by sticky clients/retention, revenue growth outpacing share dilution, growth in recurring revenue, and the major ingredient for me is that after initial growth by acquisition the company is able to scale organic growth by cross selling, introducing new products and offering white label services.

I speak to these companies regularly and follow the product development, the commercial rollout, integration of acquired companies and organic growth and when things aren't as they should be, I drop out.

OneSoft has a more unique plan. They are the only co. in the world that offers A.I. cloud predictive analyses for oil and gas pipeline faults. Not one accident has occurred in any pipeline that they cover. They could be profitable right now but there is no data for the majority of oil and gas pipelines which are non piggable pipelines. No data means no A.I.
Piggable pipelines are inspected by cameras that are driven inside pipelines. OneSoft took the data from Phillips who was their first client and through machine learning developed its predictive analyses engine. Now they are using the non piggable data to machine learn a non piggable solution.

I want to explain that one thing that I've learned is that because a company is the only company in the world to have the capability it has it does not mean that the same results can't be achieved via other methods. A proper evaluation would be to study what the competing technologies are.

Getting back to fairness, there are several very large and dominant companies that had zero profit motives while they captured market share and are now the dominant player in their industry and perhaps unfair monopolies.

I don't know how labor intensive it is for you to produce the data, and if isn't too much trouble, how about a look at these AI stocks with the metrics being revenue growth, recurring revenue growth, gross margin growth and change in fully diluted share count and we can compare it to Amazon at its origin. If its labor intensive for you I don't mind doing the work but I do everything by hand and it is labor intensive. Would be an interesting exercise to include EKS' stock as well.
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