Ann: US Organisation selects Bigtincan for multi-year deployment, page-6

@Fire Bull
Did initial analysis on this but stopped as it doesn't fit my risk profile.

- in short on gross metrics looks cheap- ticks box
- am concerned they are underfunded
- I don't fully understand the business model but on cursory examination they are saying the right stuff

In short - goes on watchlist but not a buy for me right now (mainly due to execution risk) If I was going to buy right now I would be doing some deep research on the track record of the guys running this as well as ensuring that it is best in class product and technically not too easy to copy (I am not sure of this).

PS- what's your portfolio allocation strategy? You seem to have a huge number of stocks?