One Of The Best Mean Reversion Trades Out There

A thin float, a wonderful business, and a falling knife worth catching

Highlights:

• This networking play has divided investor opinion for years, but over time shareholders have done incredibly well.

• That’s even with a two-thirds decline year-to-date, a decline that increasingly looks factor-driven rather than a response to real concerns in the business.

• The fundamentals now look extremely attractive, while recent news suggests calendar Q3 earnings should be solid.

• Recent market performance has created some opportunities, but this looks like one of the best.