With the recent blow-out quarter, Socket Mobile's stock price has ran up. However, on a valuation perspective, the company is still cheap. Topline growth is hidden by a declining legacy business. Going forward, investors will start to see the company's revenues grow. The recent swing into profitability has a high probabilistic chance of continuing. High fixed costs are gone and FCF will start to churn. A growth stock with a P/E ratio of ~10.00x suggests the market price is irrational. Management interview. Full report can be found here http://seekingalpha.com/article/396...k-priced-value-play-plus-management-interview
Nicholas, What is your investing thesis such that you have interest in this company? Why this company and not others? What is your track record investing (not writing)?