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Entries Tagged as 'DSNY'

Destiny Media Gets Little Love From Investors

January 21st, 2020 · Comments Off on 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 additional investments in market and product development, and 90%+ gross margins and positive cash flow allow that. A quarter of the company’s market cap is […]

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Tags: DSNY

SHU Portfolio: The Turnaround At Destiny Media Has Legs

April 22nd, 2019 · Comments Off on 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 this is a growth story for some time to come, given the opportunities in front of the company. Source: SHU Portfolio: The Turnaround At Destiny […]

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Tags: DSNY

Buying Destiny Media Is A No-Brainer

January 27th, 2019 · Comments Off on 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. The company was already growing (a bit) and producing 20%+ free cash flow margins but that’s likely to accelerate significantly with the new product and […]

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Tags: DSNY

SHU Portfolio: Large Opportunity In Destiny Media

August 29th, 2018 · Comments Off on 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 which greatly improves usability. We expect the company to be able to re-accelerate growth with the help of this. The company announced up to a […]

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Tags: DSNY

SHU Puppies, The Best Smallcaps For Smallcap Season

December 7th, 2017 · Comments Off on 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 tax cuts. So we’ll review some smallcaps which we think have upside. Source: SHU Puppies, The Best Smallcaps For Smallcap Season | Seeking Alpha

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Tags: DSNY · ESIO · INSG · xxii

SHU Portfolio: And Now For Something Completely Speculative

October 24th, 2017 · Comments Off on 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. Here we are considering some companies and have already taken small positions in three such companies. Source: SHU Portfolio: And Now For Something Completely Speculative […]

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Tags: DSNY · MVN · SHU Portfolio · xxii

Why An Investment In Destiny Media Can Still Pay Off

October 3rd, 2017 · Comments Off on 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 changed, if anything, they have improved. Source: Why An Investment In Destiny Media Can Still Pay Off – Destiny Media Technologies, Inc. (OTCMKTS:DSNY) | Seeking […]

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Tags: DSNY

Destiny Media Is Like A Late-Stage Biotech Company, But One With Limited Downside

April 17th, 2017 · Comments Off on 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 which addresses a much bigger market, but this is not yet good enough and needs further work. Given the limited downside and considerable upside, what […]

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Tags: DSNY

Second Chance For Destiny Media Investors

January 16th, 2017 · Comments Off on 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 maximum market skepticism, but it isn’t reflecting improving fundamentals, intellectual property and market opportunities. We think the risks are much smaller than the potential gains, […]

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Tags: DSNY

Panic selling in Destiny overdone

August 14th, 2014 · Comments Off on Panic selling in Destiny overdone

With the introduction of the security pack, Destiny’s streaming media solution is finally ready for launch in the first out of two dozen verticals. Other problems, like a work around of ISP throttling, are in the works, as well as customization for other market verticals. All this has taken significantly longer than many people hoped […]

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Tags: DSNY