Josh Burwick
Long/short equity, growth at reasonable price, tech, Venture capital

Bazaarvoice: A Bizarre Tech Value In Today's Ebullient Market

Bazaarvoice's (NASDAQ:BV) stock is well on its way to recovery after being cut in half following their messy proposed acquisition of competitor PowerReviews and management upheaval last year. Whether or not the DOJ blocks BV from acquiring PowerReviews (note: PowerReviews only represents $12 million in revenue), BV has accomplished the goal of ridding themselves of a hyper price competitive number two competitor. As Salesforce.com (NYSE:CRM) made clear with its largest acquisition, taking out Exact Target (NYSE:ET) at a 50%+ premium, Marketing or Social CRM is the next big area in SAAS. The new BV CEO Stephen Collins firmly put his imprint on the company by turning over nearly the entire senior leadership team and

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