Value Don't Lie

Share this post

Quick Value 5.1.23

www.valuedontlie.com

Quick Value 5.1.23

Microcap hardware to software pivot with activists gaining control

May 1, 2023
∙ Paid
1
Share

This week’s Quick Value is for paid subscribers, hit subscribe below to keep the idea generation coming!

Today we’ll take a quick look at a hardware provider making a pivot to a hardware + software provider with a large and growing installed base. Activists control 1/3 of the company and recently jettisoned an entrenched management team. It could make for an interesting outcome as the core business is building momentum…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2023 Value Don't Lie
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing