Tuesday, December 27, 2016

Cogint CEO: "Q4 will reaffirm the execution of our business model" $COGT

I asked Cogint (ticker: COGT) CEO Derek Dubner about the state of the business entering 2017. Here's what he said:

Thursday, December 15, 2016

New Report Discusses Cogint's Revenue & Margin Potential $COGT

Barrington's James Goss published a new report on Cogint (ticker: COGT) this week reiterating his "Outperform" and discussing recent developments. Key excerpt:

Monday, November 7, 2016

Investor Discusses Cogint's Earnings & the Path Forward $COGT

This is the latest in a series of articles on Cogint (ticker: COGT) from Jeff Geygan and his team at Global Value Research Company (articles one & two & three):

Friday, November 4, 2016

Key Quotes from Cogint's Q3 2016 Earnings Call COGT

Cogint (ticker: COGT) reported earnings results and hosted an earnings call yesterday. Here are some key quotes from CEO Derek Dubner and CFO Dan MacLachlan:

Tuesday, September 27, 2016

Cogint CEO Derek Dubner's Nasdaq Ceremony Speech (Transcript) $COGT $IDI

Yesterday, IDI (ticker: IDI) became Cogint (ticker: COGT) and moved to Nasdaq. CEO Derek Dubner summed up the opportunity ahead at a ceremony in NYC:

Wednesday, September 14, 2016

Reasons I Own IDI / Cogint ( $IDI $COGT )

I was recently asked to list some of the top reasons I own IDI (now Cogint) (ticker: IDI) (new ticker: COGT). Here's a shorter version of what I said:

Wednesday, September 7, 2016

Fund Manager Challenges Sinovac Buyout Offers (SVA)

In the days after receiving CFDA (China) approval for its "blockbuster" vaccine, Sinovac Biotech (ticker: SVA) (Interview) received not one but two buyout offers. One investor Heng Ren believes the offers are too low (published with permission):

Tuesday, August 9, 2016

10 Key Quotes from IDI's Earnings Call

IDI (ticker: IDI) reported earnings results and hosted its first earnings call yesterday. Here are some key quotes from CEO Derek Dubner and CFO Dan MacLachlan:

Monday, August 8, 2016

IDI - This Company Has Built a Profile on Every American Adult (Bloomberg)

Bloomberg BusinessWeek just published a fantastic article on IDI (ticker: IDI) entitled "This Company Has Built a Profile on Every American Adult". Here's the beginning:

Thursday, August 4, 2016

Questions for IDI Management

IDI (ticker: IDI) reports earnings Monday -- followed by its first earnings call as the "new" IDI. Here are a few preliminary questions I have for management on the call:

Tuesday, July 12, 2016

New Analyst Report on IDI Sees Significant Upside $IDI

Barrington Research analysts James Goss and Patrick Sholl published a new report on IDI (ticker: IDI) today. Below are highlights (published with permission):

Tuesday, June 21, 2016

As IDI / TransUnion Settlement Talks Begin Portfolio Manager Remains Optimistic

Threshold Capital's Peter A Delgado II is bullish on IDI (ticker: IDI) and its core business. He's also optimistic about this week's scheduled settlement talks with TransUnion (ticker: TRU):

Thursday, June 9, 2016

IDI CEO Provides Insight into Latest Acquisition

Yesterday, IDI (ticker: IDI) announced the acquisition of Q Interactive. In an email, CEO Derek Dubner was kind enough to discuss the merits of the deal:

Thursday, April 21, 2016

IDI CEO Discusses the idiCORE Rollout

In late December, IDI (ticker: IDI) announced the beta version of its advanced data analytics platform idiCORE. At the time, the company planned full market rollout in 1Q16. In an email this week, CEO Derek Dubner said the following:

Tuesday, March 15, 2016

IDI and Fluent CEOs' Roth Investor Conference Presentation (Transcript)

IDI (ticker: IDI) and Fluent management presented at the 28th annual Roth Capital Conference yesterday. Below is a transcript of the presentation. This is the company's story in brief:

Monday, February 22, 2016

Fund Manager Expects a Big 2016 for IDI

In his latest quarterly investor letter published today, Threshold Capital's Peter Delgado II discusses his latest thoughts on IDI (ticker: IDI):

Sunday, January 3, 2016

IDI - The Evolution of an Extraordinary Business $IDI

This is the latest in a series of excellent articles on IDI (ticker: IDI) from Jeff Geygan and his team at Global Value Research Company (articles one & two). The following is published with permission: