Cliff Note #94: Focus On Profitability Should Allow Investors To Finally Find This Insanely Cheap Industry Leader

Customer Satisfaction And Brand Management Services

Themes:

GARP - New focus on profitability - Only all in one solution - High customer retention

Elevator Pitch

I’ve been following this company since 2019. In 2020, I gave a presentation on why I thought it was an exciting investment idea when the stock pulled back sharply during COVID-19, as most of its customers are in the retail or hospitality business. I’ve followed the company very closely since then. Today, I think the company might finally be able to resume the growth that was about to happen before the pandemic.

So, I thought it'd be a good idea to repost that presentation as a Cliff Note since the story hasn’t really changed much. The elevator pitch below should give you enough perspective to follow the presentation.