The GeoTeam
Long/short equity, event-driven, research analyst, activist investor

Global Telecom: Near-Term Catalysts Should Close Relative Valuation Gap

Based on the success we have had investing in the software as a service ("SaaS") space, we have set out to identify companies with similar SaaS traits. One of the aspects that attract investors to SaaS companies is a business model that lends itself to a recurring revenue stream and a sticky customer base. Furthermore, early entrant investors who apply less traditional valuation metric...

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