Yesterday, I posted an analysis of SMSI’s earnings here.
The quick summary — there was a mix of positive the negative news, which lowers my outlook for the next three months, but significantly increases my outlook for the future.
As a result, my expectations for future stock price is now higher, making yesterday’s move an opportunity (in my humble opinion – this is not advice) for those who don’t already own the shares
I also did a 1 1/2 hour live broadcast on YouTube to go in more depth, review my one on one meeting with management, and answer viewer Q&A. It already has close to 500 views and you can check it out here https://youtu.be/Q5kqcun8JWk
Finally, by popular demand WhatsApp has increased the limit on how many people can be in a group, opening nearly 250 spots for any of you who would like to join my stock picking & discussion room. It’s first come, first serve, so click the link to join (and share it with tour friends / colleagues)! https://chat.whatsapp.com/LlJa3YSl0IN486jgCQbsbD
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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