Jordan Zinberg
Data Communications Management
DCM-T
BUY
Jul 04, 2023
He bought it after their last deal, which doubled the size of their business. It will take six quarters before we see the company is like after that deal. meanwhile, margins will probably expand. New management team is fantastic. Long term will easily double or triple over 3-4 years.
(A Top Pick Apr 12/18, Down 24%) They have engineered a turnaround and it has turned the corner but it is not getting the love it should. They have a bit of a debt problem and they are reducing it. It has a lot of really great customers, moving from a print based model to a marking and electronic model. He thinks it is grossly undervalued and should trade higher.
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He bought it after their last deal, which doubled the size of their business. It will take six quarters before we see the company is like after that deal. meanwhile, margins will probably expand. New management team is fantastic. Long term will easily double or triple over 3-4 years.