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Perion Network Ltd. Message Board

  • hageneriksson hageneriksson Mar 3, 2014 10:37 AM Flag

    CEO essentially saying NOTHING on the call

    analysts not getting any useful answer so far except for managements' admittance that they discontinued their most promising new Perion product due to the merger

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    • Investing is tough, sometimes you lose. Investing in new products is also tough, sometimes you lose. When your investment loses, you shut it down and move on. That's what happened to Guardius. That's also what happened with other hot new PERI products over the years, like HiYo, Magentic, IncrediGames, Junk Filter Plus, PhotoJoy, and Fixie. I don't see Guardius as any different.

      PERI has a business model based on trying new things, adapting, and emphasizing the most effective and profitable, not a business model based on Guardius. You seem to expect a well defined, static business model like Proctor & Gamble, and you're right, you won't find it here.

      Even so, I suspect a short will yield results similar to your last short of PERI.

    • "Dawn of a new era" LOL

 
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