John Leonard, CFA
Special situations, micro-cap, contrarian, CFA

Cloud Marketer Lyris Could Double And Still Be Undervalued

Company overview

Lyris (OTCQB:LYRI) provides digital marketing solutions delivered primarily on a software-as-a-service subscription basis as well as related support/maintenance and professional services.

LYRI to benefit as marketing executives adopt a "Moneyball" approach

Even though the book Moneyball by Michael Lewis was published more than a decade ago, the marketing industry is still largely dependent on intuition rather than data as a survey released in June 2013 found that only 24% of marketing executives always use data for actionable insight. The remaining ~75% provides meaningful white space for companies such as LYRI that analyze big data in real time to deliver tangible results as shown in the chart below. Forrester Research projects spending on interactive marketing technology to...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details