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Inflection Point Investing LLC

 
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  • Skechers: 3rd Straight Blowout Earnings Report Coming Wednesday [View article]
    Great article Tansy Trading. You have been making a well-documented case study on Skechers - keep up the great work!
    Jul 22 06:26 AM | Likes Like |Link to Comment
  • Glu Mobile Has Surged Almost 50% And Still Has Room To Run [View article]
    Great call MTF - well done!

    FOR THOSE AT THE BEACH AND NOT WORKING ON A SUNNY SUNDAY:)

    Not only does Glu have a hit with Kardashian, Dino Hunter moved with authority to #1 in Itunes App store over the weekend (http://bit.ly/1klH9Y4), as well as doubling their revenue per day from $30k a day as of Saturday to $60k as of Sunday (http://bit.ly/1rZlcTE).

    Importantly, DH also #4 in China: http://bit.ly/1klHbPH

    Q3 and Q4 estimates appear way too low for GLUU.
    Jul 13 01:50 PM | 3 Likes Like |Link to Comment
  • MeetMe Inc.: Revenues Are Starting To Increase Significantly And So Will Its Share Price [View article]
    Nice update and thanks for the plug.

    Keep up the great work.
    Mar 4 09:27 AM | 1 Like Like |Link to Comment
  • Pacific Ethanol: West Coast Ethanol Margins Indicate Large Profits Starting Q4 2013 [View article]
    Well done John. Wish I read your piece pre-earnings!
    Mar 1 08:45 PM | Likes Like |Link to Comment
  • Multi-Bagger Potential As iCAD Nears A Pivotal Inflection Point [View article]
    ICAD setting up very well for this year. Growth should really be kicking into overdrive as we exit this year.

    Everything I said in here I still believe, although our 2014 estimates may be a tad high. We think market will continue to discount better days ahead for company in coming quarters.

    Thanks for support and interest in our work!
    Feb 20 08:09 PM | Likes Like |Link to Comment
  • International Commercial Television: Flagship Product International Expansion Should Drive Substantial Upside [View article]
    Tom:

    Were you expecting Elastin RP to launch overseas also at same time as domestic launch?

    http://yhoo.it/1fanKuV

    Have to look upon this as bullish development, no?

    Thanks for any color.

    Best,
    John H.
    IPI
    Feb 18 03:16 PM | Likes Like |Link to Comment
  • MeetMe's Mobile Revenues Have Inflected - Its Stock Will Inflect Next [View article]
    Attention fellow MeetMe longs: Been tracking stand alone apps, Charm and Choosy, on AppAnnie on daily basis.. Charm was most recently ranked #58 top social media app on Google Play Store as of Sunday, Feb. 16th. Not sure if Charm will have more legs than this.

    Choosy app on the other hand showing much stronger traction. Been consistently in the top 50 social app on AppAnnie for past month, and in low-to-mid 30s ranking for past week.

    MeetMe seems to have already done a quick update to the app - according to AppAnnie this happened on February 11th. Not sure what was updated, but seems to have helped apps standing/ranking for now.

    Still very early on Choosy, but I get the sense that this is the one to watch over the next few quarters. Have to assume that Choosy is seeing very good user growth to consistently rank in the top 50 over past month.

    In essence, we think of Choosy and other apps to be released as upside call options to the story and stock. If one of these standalone apps hits, this could make our $3-$4 upside projections too low by 50-100%.
    Feb 16 02:02 PM | Likes Like |Link to Comment
  • Perceptron's Pivotal Inflection Point Could Lead To 75% Upside In 2014 [View article]
    Perceptron's earnings were a disappointment, but think part of it related to some work being pushed into q3 again.

    Backlog is at another new record for company, so expect some very eye-opening quarters in back half of the year. We remain long shares.
    Feb 12 07:41 PM | 1 Like Like |Link to Comment
  • International Commercial Television: Flagship Product International Expansion Should Drive Substantial Upside [View article]
    For those who want to learn more about ICTL, we were impressed with presentation that company's President, Rich Ranson, gave last month on the microcapclub. Here is the link:
    http://bit.ly/LAK7Nk
    Feb 9 07:14 PM | Likes Like |Link to Comment
  • MeetMe's Mobile Revenues Have Inflected - Its Stock Will Inflect Next [View article]
    whatstock2investin: EBITDA margins and profitability should expand strongly this year. This is an important catalyst to be mindful of throughout the year.
    Feb 9 07:07 PM | Likes Like |Link to Comment
  • Innovative Food Holdings: The Little Company In The Middle Of The Specialty Food Phenomenon [View article]
    Thanks Ian. Name is unknown, but garnering more interest, which will eventually lead to a big move higher for the name in coming quarters.

    Appreciate the interest in our work:)
    Feb 9 08:03 AM | Likes Like |Link to Comment
  • Innovative Food Holdings: The Little Company In The Middle Of The Specialty Food Phenomenon [View article]
    Thanks Sean. Appreciate the interest in our work.

    IVFH has a ton of interesting potential, particularly with it being so under the radar.

    Best,
    John
    IPI
    Feb 8 02:47 PM | Likes Like |Link to Comment
  • MeetMe's Mobile Revenues Have Inflected - Its Stock Will Inflect Next [View article]
    Thx PSalerno. Appreciate your interest in our work.
    Feb 8 12:23 PM | Likes Like |Link to Comment
  • MeetMe's Mobile Revenues Have Inflected - Its Stock Will Inflect Next [View article]
    Thx Bruce. Appreciate the input and your interest in our work.

    Best,
    John
    Feb 8 12:01 PM | Likes Like |Link to Comment
  • MeetMe's Mobile Revenues Have Inflected - Its Stock Will Inflect Next [View article]
    Thanks for your interest in our work G2.

    We believe that the stock would work higher to at least $3 even if the company were not successful in re-invigorating user growth and also mobile DAU's.

    March upgrade of the current MeetMe app will include new features that should really spur engagement.

    Also, standalone app strategy should supplement this update.

    Last year the company was focused on making mobile side of business viable and prove out the model. Safe to say that they have done that successfully.

    As we stated in our article, this is not a perfect story, and we acknowledge that. With an improving top-line and EBITDA line set to expand faster than current expectations, we believe new buyers will get stock higher in incremental steps.

    Lots of catalysts here to watch out for in coming months, so we will see how the company fares on the user growth and engagement front fare.

    We are confident in Mr. Cook and think he has a great plan in place to accomplish his goals for the year.

    Best,
    John
    Feb 7 07:28 PM | Likes Like |Link to Comment
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