The GeoTeam
Long/short equity, activist investor, growth at reasonable price, value

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 metrics (rather than common P/E analysis) to such companies are able to gain an advantage since the attainment of EPS is not often an early goal. A priority for these companies is to heavily invest in marketing to quickly build a loyal customer base that will set the foundation for consistent cash flows and future profitability.

Our...

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