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When developing an investment thesis, many of our presumptions take shape around a metaphysical conversation. The idea of identifying the unknown is simple to discuss, yet impossible to prove. In his famous essay "What Is Seen and What Is Not Seen," Economist Frédéric Bastiat sheds light on this particular philosophical argument, which later became the foundational framework behind the economic concept of opportunity cost.

While we were drawn to the idea of Mobile Deposit, the concept of "Mobile Intelligent Imaging" is really what peaked our interest. The idea that you could turn your camera into a keyboard has allowed us the opportunity to foresee the future potential marketplace for this game changing technology. Since our original publications "Has Mitek...

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