Weekend Video & Invite To My Next LIVE YouTube Event

If you’ve missed my Live broadcasts on Marin Software (MRIN), be sure to check them out before sending questions my way. Most of the most common questions have been answered (often more than once) in the videos.

You can see the first one here (discuss MRIN in greater depth at the 28 minute mark) and the latest one here (I discuss MRIN in greater depth at the 15 minute mark). Finally, I did an in-depth Q&A session on MRIN (at the 33-minute mark) during today’s Live broadcast.

As always, be sure to read my disclosures / disclaimers below. Cheers!


Weekend Video
For those unfamiliar with Hedgeye (and even for those who are), they had a great Macro Show today. Their Macro Show is a $400 annual subscription product, but today’s show was free. I highly recommend watching it.


Invite to My Next LIVE YouTube Briefing

I’ll be going LIVE on youTube at 12:30PM on Tuesday.
As usual, we need enough people (at least 40) to make it worthwhile. I do my part to gather and share this info. THE ONLY THING I ASK, if you appreciate my work, is to  spread the word!

If you miss the live broadcast, be sure to check it out later. Cheers!



If you missed my last two Live broadcasts, be sure to see the first one here (discuss MRIN in greater depth at the 28 minute mark) and the latest one here (I discuss MRIN in greater depth at the 15 minute mark). As always, be sure to read my disclosures / disclaimers below. Cheers!


More Research:


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Disclosures / Disclaimers: I am long MRIN. 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.

8 thoughts on “Weekend Video & Invite To My Next LIVE YouTube Event

  1. Hey Mark, have you been still following ATTU closely since it tripled a while ago – or has it just recently caught your interest again, and possibly something you’d consider covering again?

    Looking forward to your broadcast!


    1. I ALWAYS continue to follow my “old” names. When you research a company appropriately / professionally, it becomes easy to stay updated on their progress. Like learning a song, a company becomes a part of your repertoire. Over time, it makes re-picking stocks (and therefore making money) VERY easy. USAT is a perfect recent example. That’s been EASY money, because I did the heavy lifting on understanding the company long ago.

      Similarly, I’ve discussed ATTU many times since it tripled including the 20 min mark here when it was $15: https://www.youtube.com/watch?v=luUQnqf1GKA
      Feel free to ask about it tomorrow. 👍🏼


      1. My apologies – I should have find that video and need to do a better job of sorting your valuable insights!

        Really respect that you do indeed follow your old picks, especially for reaffirmation/testing of your method, irrespective of having a position or not. However, I imagine that must be quite tough (for one individual) considering the large number of picks you’ve made!! Can only hope to reach that level some day.


        1. It’s “easy”. The hard part is learning how to analyze a company and assess the risk/reward appropriately. After that, it’s just a matter of time, going through them one by one. 👍🏼


  2. Mark, did you see that Sprint Curiosity IoT for business has a cost estimation tool? https://business.sprint.com/curiosity-iot-estimation-tool/?z%5B%5D=usa&dt=0.5&dv=1
    I’m assuming that Curiosity is SmithMicro’s IoT. They have it that you can select a bunch of features, but the price doesn’t change if you choose one or all six (at least with one device). $1.25 per device per month with the lowest amount of data. I wonder if their pricing is set up the same as SafePath. Drop $x amount per device to SMSI bottom line. I wonder if businesses are buying this yet. Would be great to have that insight!

    Liked by 1 person

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