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A Cheap Data Management Play? Unicorns DO Exist

Trading Below 5x Revenue and Reaching a Profitability Inflection

Hi, GRIT VIPS! ๐Ÿš€ Welcome to another GRITย Stock Deep Dive. In this edition, youโ€™ll read an in-depth analysis of a great stock weโ€™ve been watching: ๐Ÿ‘‡

Stock Deep Dive: AvePoint (AVPT-US, $1.5B MCAP)

What if I told you that software stocks that trade under 5x EV/Revenue actually exist? Welcome, my friend, to the world of cheap software.

Now - I know the word cheap may sometimes imply something of lesser value, but this is surely not the case here. Sometimes stocks are cheap for a reason, also known as value traps.

However, inexpensive (cheap) stocks can become attractive buying opportunities whenever there is a narrative change. Something on the horizon will have an inflection point in the stock price, usually due to 1) Fundamentals or 2) The Multiple (sentiment/narrative).

The stock pick this week has flavors of both.

Itโ€™s a sub-$2B Mcap name to match. Every large cap starts as small, but this one might be acquired before then.

Without further ado, letโ€™s jump right in!

  • Overview ๐Ÿ‘‰ What Does AvePoint Do?

  • Solution Suite ๐Ÿ‘‰ Centered on Confidence Platform

  • How Do They Make Money? ๐Ÿ‘‰ Revenue Model

  • Key Relationships ๐Ÿ‘‰ Microsoft Partnership

  • How Do They Win? ๐Ÿ‘‰ Value Proposition

  • By The Numbers ๐Ÿ‘‰ Key Metrics

  • Risks ๐Ÿ‘‰ Potential Pitfalls

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