Accelerating Growth At Destiny Media
A financially sound company producing cash and with a very sound balance sheet is starting to produce accelerated growth. It produces 90%+ gross margins and the shares are downright cheap. […]
Destiny Media Gets Little Love From Investors
While the company is making good progress, the shares have fallen back as perhaps it’s all going a little slower than investors hoped. But management is hitting the accelerator with […]
SHU Portfolio: The Turnaround At Destiny Media Has Legs
The predicted growth acceleration is finally materializing. Costs are also increasing as the company invests in business and product development. But the shares are still reasonably priced and we think […]
Buying Destiny Media Is A No-Brainer
The company is in the first innings of a turnaround, based on a completely revamped product which is destined to increase its already dominant market position helped by network effects. […]
SHU Portfolio: Large Opportunity In Destiny Media
The company has a market cap of just $8M with $2M in cash and generating almost $1M in free cash flow. Finally a new web based player is commercially ready […]
SHU Puppies, The Best Smallcaps For Smallcap Season
We’re about to enter the season for smallcaps, where they often gain most of the returns for the year. This year could have additional fuel due to the likelihood of […]
SHU Portfolio: And Now For Something Completely Speculative
Every portfolio should have a small-cap corner, stocks with a high-risk, high-reward profile. Ideally, this part should have a dozen or so, as you need only one or two successes. […]
Why An Investment In Destiny Media Can Still Pay Off
The shares have fallen back to the levels where we advised a buy in early January. A conflict with the former CEO is the likely cause. The underlying economics haven’t […]
Destiny Media Is Like A Late-Stage Biotech Company, But One With Limited Downside
Destiny Media has a stable core in the form of a profitable product that is growing again, limiting the downside to the stock price. They have another product in development […]
Second Chance For Destiny Media Investors
Destiny Media struggled for years making a success of its streaming video solution, Clipstream. They’re now trying a new approach that holds more promise. The stock price is basically reflecting […]