There are two companies that I am currently invested in – I own shares in both companies, and will most likely increase holdings over the next 12 months. Both companies met w/ analysts recently and both had very clear strategy narratives, imho. They were explicit, easy to understand and map to my IOT product experiences.
Marvell Technology Group – MRVL
Adesto Technologies Corporation – IOTS
- Here is IOTS earnings conference call transcript
The key things that surfaced for me were the following:
- How their product portfolio can leverage greater BOM coverage w/ same sales calls
- How their sales strategy stair-steps into more complex, higher margin (takes patience)
- How they understand the long design times and ‘designed in’ timelines in the non-consumer IOT markets
I like both of these companies for long-term investments 5-10 years.