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Bluewingcap

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Bluewingcap

Re: semi_infinite post# 25995

Friday, 05/27/2022 11:50:42 AM

Friday, May 27, 2022 11:50:42 AM

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I have started to build a position in VERI, one of the players in AI. Fortress balance sheet for a still cash burning company (over $5/share cash), lower P/S and higher gross margins than companies like C3, who are 30% larger, growing at a similar rate but 5X the valuation.
Should all go well, they will be profitable starting in 2023. CEO grew 3 prior media businesses to impressive exits.
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