- ZNGA is a lagger in recent months amidst pessimistic expectations of the company's long term growth prospects.
- Such pessimism is grossly unwarranted and the risk-reward tradeoff in this name is promising.
- The stock is down nearly 50% from its 2014 peak near $6 per share.
- Accumulating ZNGA below $3 offers investors a chance to participate in significant upside.
- The company has a comforting level of cash and assets per share, and liquidation value offers a price floor.