RE:Great analysis on VSBY McNallie did a flyover on this one.....
This McNallie Money review reflects a clear lack of understanding about VSBLTY, what they do, and how they will monetize in a dramatic fashion over the next few years. And while this offers some information about the company, it's truly a poor representation of their potential and channels for major growth.
This McNallie Money was introduced as a "deep dive", however, I find the video clip superficial at best and is certainly not an accurate reflection of the company, its potential, or the revenue streams which will drive the SP and therefore the MC of this company.
The DD by McNallie is so weak, the only real contract reviewed was ABI, with no mention of any other major future growth potentials in the SaaM vertical with Westbrook or UST Global or even WPP. His review was focused on the company deck not reflective of the current position of the company moving into 2022. It appears that he read the information but truly does not understand the value and monetization of media going forward.
There is really no mention of SaaM and the details, only $32b over 4 years, however no mention of revenues or the metadata which has incredible value for retail consumer patterns, never mind sales increases confirmed by multiple testing done by Tyson, etc. or how huge this channel will be from a monetization perspective.
Austin GIS and Iaas and SaaS, no mention whatsoever, the company which Jay Hutton advises will eclipse all revenue streams and be the largest VSBLTY client in the not-to-distant future.
Reference was made about security, but nothing in-depth regarding 911inform or any other current information readily available, if you choose to look.
CaaS/SaaS, no mention regarding 3 beverage contracts already signed or the associated revenue streams.
While this review was very poor and was not even close to the inflection point the company is at moving into 2022, he still recommended VSBLTY based on his weak DD. If he does add the company to his portfolio he will likely see a huge upside from these misses in 2022 based on the simple fundamentals and growth verticals, some of which I have not mentioned in this post
McNallie Money did a poor job for its subscribers in analyzing VSBLTY. He reflects a lack of understanding of the revenue generation from different verticals and a lack of understanding for the near-term potential growth of the company.
.Based on the current SP, he is not alone.