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zenvesting

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zenvesting

Re: gilead23 post# 81567

Wednesday, 12/23/2020 9:50:39 AM

Wednesday, December 23, 2020 9:50:39 AM

Post# of 113003
SOFO: Long case. Unprofitable cometitors BCOV & QUMU trade at 3x sales.

Their video platform has robust capabilities above and beyond most of the cometition, allowing closed captioning, which makes all content searchable, analytics to evaluate viewer engagement, and real time monitoring to provide live feedback to presenters.

Their events platform has helped many organizations pivot to online conferences.

Furthermore, new CEO has an impressive sales pedigree in communications and higher education services, believes he can pivot SOFO's robust video platform to new markets with greater potential than their current primary market in education.

"Our houses are such unwieldy property that we are often imprisoned rather than housed in them." - Henry David Thoreau, Walden: Economy, 1854

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