Opening Disclosure — Long-time readers should note some significant changes in how I communicate in the public domain. The primary purpose of this forum is now to attract new contacts with professional industry expertise to share research and receive feedback (confirmation / refutation) regarding my investment theses.
Accordingly, this document should not be construed as an endorsement or recommendation of the companies or securities discussed herein. I am not an investment advisor and this is not an investment thesis. It is merely one part of the story, which I present for debate in hopes of determining all risks and upside potential. The disclosure at the end of this piece is critical to understanding the content and context of this document. Further, I frequently trade my positions and may buy, sell, or short the securities mentioned herein at any time, regardless of the facts or perceived implications of this article.
The LD Micro Conference proved that research pays. Without getting into specifics, suffice it to say that the conference paid big dividends before it was even over… and continues to do so.
Being there, I was able to see how much interest companies like SMSI and AEHR are starting to attract. More importantly, I was able to meet with face-to-face with management and gain an even greater understanding of where their businesses are heading.
This gave me confidence to continue buying SMSI throughout the week, making it my largest position ever.
Much respect to Chris Lahiji, David Scher, Wade Hickok, Jennifer Littlefield, and Conrad McKinnon (among others) for putting on a great show.
In honor of the LD Micro event, today’s video is going to introduce you to a new Top 7 holding in my portfolio, which came as a direct result of my attendance at the conference!
Before jumping in, I want to invite you all to participate in contributing to my newest Special Report. For the last Special Report, over 150 of you participated in my “SMSI Census”. The data which came from that report helped the participants make 25% in just a few weeks!
The next report is going to involve information from local Sprint stores around the country. I’ve already been collecting data from various sources and it appears very bullish for Smith Micro (SMSI). If you participate, you’ll get an early look (at least one week) at the Special Report I will write, which will analyze the data!
Here’s all you need to do:
* Call 3 Sprint Stores in your area and write down their phone numbers.
* Ask them 1) if they have Safe & Found posters in the store, 2) are they selling Safe & Found, and 3) how’s it going? If possible, see if they’ll tell you what % of customers are signing up.
* CLICK HERE and send me your results.
FYI, don’t be surprised if none of your stores have it. Also don’t be surprised if the feedback is negative. Inevitably, there will be some of that. However, from ALL of the data I’ve collected so far…
1) A small-but-rapidly-growing percent of stores have the posters,
2) Over 80% of the stores with posters are actively selling Safe & Found,
3) It’s being received very well, especially by moms. Some stores are signing upwards of 4 customers per day!
To understand what that ALL means (the good and the bad), you have to analyze the data. That’s where I (and the upcoming Special Report) come in.
OK, almost time for the video. FYI, yesterday I issued a public challenge to the MoviePass bulls. I said…
“Choose your champion(s) to join me in a friendly (but fight-to-the death) debate on the MoviePass business model. I’m willing to debate up to three willing (and more importantly, able) bulls.”
Well, a champion has been chosen and we’ll be setting a date for the debate shortly, so stay tuned!
With that said, here’s my latest videocast. Enjoy!
- The Quick Investor’s Guide To SMSI
- Tracking Sprint’s Safe & Found Roll-Out On Twitter
- Videocast: AEHR 10-Q, MoviePass Update
- Does SMSI Stand For “Smart Money Speeding In”?
- MoviePass Projected To Burn $600M In 2018
- Sprint Finally Rolling Out SMSI’s Safe & Found Nationwide!
- AEHR Grows 175% — Beats On The Top & Bottom Line (Buying More)
- SMSI 10-Q Released — Strategies For Trading The Stock
- Lose 33% In 9 Months To Make 1,000% In 15?
- GAIA vs. MoviePass: CAC Shows Which One Is A True Mini-NFLX
- Buying SMSI — Today Is The Day I’ve Been Waiting For!
- SMSI: Riding A New Trend & Making Its Latest Comeback
- Mark Gomes Research
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Disclosures / Disclaimers: I am long SMSI. However, this is not a solicitation to buy, sell, or otherwise transact any stock or its derivatives. Nor should it be construed as an endorsement of any particular investment or opinion of the stock’s current or future price. To be clear, I do not encourage or recommend for anyone to follow my lead on this or any other stocks, since I may enter, exit, or reverse a position at any time without notice, regardless of the facts or perceived implications of this article.
I am not a financial advisor. Nor am I providing any recommendations, price targets, or opinions about valuation regarding the companies discussed herein. Any disclosures regarding my holdings are true as of the time this article is written, but subject change without notice. I frequently trade my positions, often on an intraday basis. Thus, it is possible that I might be buying and/or selling the securities mentioned herein and/or its derivative at any time, regardless of (and possibly contrary to) the content of this article.
I undertake no responsibility to update my disclosures and they may therefore be inaccurate thereafter. Likewise, any opinions are as of the date of publication, and are subject to change without notice and may not be updated. I believe that the sources of information I use are accurate but there can be no assurance that they are. All investments carry the risk of loss and the securities mentioned herein may entail a high level of risk. Investors considering an investment should perform their own research and consult with a qualified investment professional.
I wrote this article myself, and it expresses my own opinions. I am receiving no compensation for it, nor do I have a business relationship with any company whose stock is mentioned in this article. The information in this article is for informational purposes only and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action.
The primary purpose of this blog/forum is to attract new contacts with professional industry expertise to share research and receive feedback (confirmation / refutation) regarding my investment theses.