Out Fox The $treet

  Matterport growth has been clipped, but the company maintains the long-term potential in digital spaces. The business is quickly shifting to subscription services and mobile apps to overcome some supply constraint issues. The stock trades at a more reasonable valuation with the forward EV/S multiple dipping below 10x. Looking for a helping hand in the market? Members of Out Fox The Street get exclusive ideas and guidance to navigate any climate.  Learn More » Within months, immersive realty play  Matterport  ( MTTR ) has fallen over 70%. The company has been an interesting play since going public in early 2021, but the stock valuation never worked until after this massive selloff. My  investment thesis  tilts more Bullish on the stock on this weakness below $10. Read the full article on Seeking Alpha.  Disclosure: No position. Please review the disclaimer page for more details.  Update - Feb. 16, 2022 Not what the market wanted to see. Can't ima...

Matterport reported minimal Q2'21 growth due to a shift to subscription models. The spatial data company continues to capture massive growth in the subscriber base. The stock is just too expensive at 20x '22 EV/S targets, but Matterport would be a solid purchase on dips. Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our model portfolio.  Learn More » Over the last 5 months, Matterport  (NASDAQ: MTTR )  has traded mostly sideways to down while the business is booming. The company is transitioning the business model to a subscription service hiding the actual growth rates from unknowing investors. My  investment thesis  remains on the border of being bullish, telling investors to snap up the stock closer to $10 similar to the lows from May while avoiding the stock here at $14. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. Please review the disclaimer page for more details....