Showing posts with label Tiger Media. Show all posts
Showing posts with label Tiger Media. Show all posts

Thursday, July 27, 2017

Analyst Reacts to TransUnion Settlement

Earlier this week Cogint (COGT) announced a settlement agreement with TransUnion (TRU). Chardan analyst James McIlree had the following reaction:

Tuesday, July 4, 2017

Key Excerpts from Roth Capital Report on Cogint $COGT

Roth Capital initiated coverage of Cogint (ticker: COGT) last week. The following are key excerpts from William Gibson's report:

Wednesday, June 7, 2017

Analyst Reacts to Latest Short Attack on Cogint $COGT

Barrington's James Goss reacted to this week's short attack on Cogint (ticker: COGT) by reiterating his "Outperform" rating. Key excerpts from his report:

Thursday, January 12, 2017

New Report on Cogint: "Fluent Maintains Momentum as idiCORE Takes Hold" $COGT

Barrington's James Goss published a new report today on Cogint (ticker: COGT) entitled "Q4 Preview: Fluent Maintains Momentum as idiCORE Takes Hold". Key excerpts:

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:

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:

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:

Thursday, November 19, 2015

EXCLUSIVE: IDI CEO on the “Transformational Transaction”, Dr. Frost, & the Path to Billions

In a “transformational transaction” earlier this week, IDI (ticker: IDI) (Analysisacquired digital marketing and customer acquisition firm Fluent.

Monday, October 26, 2015

IDI - Building An Extraordinary Business $IDI

This is the second in a series of substantive articles on IDI (ticker: IDI) from Jeff Geygan and his team at Global Value Research Company. I'm publishing with permission:

Friday, October 16, 2015

Fund Manager Remains Bullish on IDI $IDI

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

Thursday, September 17, 2015

The Bull Case for IDI ( $IDI )

Jay Thompson of SkyTides has written an exhaustive rebuttal to the recent short attack against IDI Inc (IDI). I encourage you to read it. As for IDI's future, Jay concludes with the following: