The greatest investments don't require predictions; they simply require an investor to recognize something that has already occurred but not recognized by Mr. Market. We see this scenario developing in VASCO Data Security (NASDAQ:VDSI), which is an attractive business sitting on the cusp of two secular tailwinds: heightened online security vigilance arising from the Heartbleed bug and a waning of the eurozone crisis. We expect these two developments will accelerate the improvement in business operations and investor sentiment. VDSI's stock has been in purgatory for the past several years as its largest customers, European Banks, have battled through the eurozone crisis. Despite having the majority of its customers in Depression mode, VDSI has remained profitable (with gross margins...
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