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Issuer Direct: Crucial Acquisition Creates Runway For Growth

ISDR (Issuer Direct Corp.)


Issuer Direct is a great little company in a sustainable niche. The stock sits at a favorable intersection of both value and growth, and is quite attractive for several reasons:

  1. Well-positioned in a "sweet spot" with a clear runway for outsized revenue growth
  2. Recurring revenue model and asset-light operating structure with significant operating leverage
  3. Precision IR acquisition allows ISDR to move upstream and expand revenue and gross margin per issuer (GMPI)
  4. Significant insider ownership and cheap valuation


ISDR provides financial compliance services including reporting, print and production, proxy solicitation, and transfer agent services to corporations and mutual funds. Through ISDR's Disclosure Management System, a public company's management and compliance professionals can manage the entire...

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