Intersections: Determined To Succeed, Yet Priced For Failure
- Intersections is a mediocre business facing multiple headwinds and high risks.
- Management is determined and incentivized to turn the company around, and finally articulated a feasible plan of action.
- The share price factors in failure and materialization of the risks, while numerous catalysts can drive the price higher.
- Activist investors Osmium Partners recently increased their stake, which acts as a vote of confidence and potential activism.