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Technology Stocks : Impinj, Inc.
PI 167.37+2.2%10:40 AM EST
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From: Cooters1/13/2021 1:16:27 PM
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Excellent presentation just completed at Needham, I need to re-listen, about 40 mins) and will post notes. One quick observation, the market loves recurring revenue, you can see it in business models like streaming, Apple services, etc. This is textbook recurring revenue, set up the system, drive recurring tag/inlay revenue, expand all the way down to item level, recurring revenue explodes.

Cooters
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