- For us it’s all about risk versus reward and we don’t see a better risk/reward proposition than Smith Micro.
- The company is very likely to bag several new carrier deals for its SafePath app and the signs are things are getting fairly imminent.
- Just a single new deal would go a long way in de-risking the shares, bar some epic market sell-off.
- Given the terrific economics of SafePath and multiple additional opportunities for the company the potential reward remains as huge as ever.
- This idea was discussed in more depth with members of my private investing community, SHU Growth Portfolio. Get started today »
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