News Flash: A small company reported a good quarter AND it went up! That hasn’t happened much over the last few months, certainly the UP part. Like Philadelphia Eagles fans throwing snowballs at Santa Claus, investors have greeted good earnings reports with shrugs of indifference. Yesterday Harmonic (HLIT) bucked the trend by rising 13% to […]
Gaia (GAIA) is set to announce Q3 2021 earnings today, November 1st after the bell. The company will host their Earnings Call at 4:30 p.m. Eastern time. I follow Gaia in my Breakout Room on the Breakout Investors Platform and it is one of my favorite holdings, especially at the current share price, trading at […]
Summary GAIA is an under appreciated streaming service, financially performing better than it’s stock price. It is difficult to see a scenario where GAIA shares remain at these depressed levels for much longer. I believe the stock offers significant upside opportunity for those with a 6 to 18 month investment window. Gaia, Inc. (NASDAQ: GAIA), […]
Gaia (disclosure: long) reported earnings today and they were spot on. It is really an easy story actually. You got a highly scalable recurring niche business with largely fixed cost growing 20% a year with 20% (and increasing) EBITDA margins at 15 times EBITDA. I took the transcript and highlighted key sections here(signing up is […]
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