Mike Arnold
Long only, small-cap, tech, growth at reasonable price

Time To Move In On Move.com?

Move.com (NASDAQ:MOVE) ("Move") owns and operates a collection of internet properties "for real estate search, finance, moving and home enthusiasts and provide a comprehensive resource for consumers seeking the online information and connections they need regarding real estate." The domains include realtor.com, move.com,and moving.com. Move is also in the software-as-a-solution ("SaaS") business, with its product offerings including a customer relationship management system called TigerLead.

The shift in the revenue base is becoming evident in the financial statements, with software and services growing at a faster pace than consumer advertising. Software now makes up 22% of total sales, up from 18% in the year-ago period. This is important, because Move is transitioning its business model to achieve more visibility...

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