Bottom Line: As SMSI has been building out their massive carrier implementations and launches, there have been stronger quarters and rougher ones. This one happened to be rough… but still demonstrated the continued progress but I look for in a winning investment.
Accordingly, I think today’s prices represent a nice entry point for long-term minded investors who seek to make multiple times their money for taking on a reasonable level of risk.
I’m currently in transit in Italy, but will be speaking with SMSI Management this morning and will provide an update as soon as possible.
Mark Gomes is an Information Technology expert with over 20 years of experience. During his career, Gomes led the investment research efforts at numerous IT consulting organizations, including International Data Corporation (1994-1998), and AMR Research (1998-2004), which was later acquired Gartner Group.
In 2004, Mr. Gomes founded Pipeline Data, LLC where he provided investment consulting to many of America's most well-respected mutual fund and hedge fund managers. In 2008, Mr. Gomes semi-retired and began donating his research to Seeking Alpha. He quickly built a reputation for accurately identifying inflection points and M&A candidates.
Outside of the investment world, Gomes is a Masters Track & Field World Champion and multi-time world record holder. In 2012, he published "Faster Than Forty", which detailed his diet, lifestyle, and training techniques. Today, he serves as a volunteer track coach to children and adults in the Miami Beach community.
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