This article is excerpted from a letter by MOI Global instructor Jim Roumell, partner and portfolio manager of Roumell Asset Management (RAM), based in Chevy Chase, Maryland. Jim is a valued participant in The Zurich Project.

MCHX reported a quarter that continued to underscore its intent to be the dominant player in call analytics. Revenue came in at $20 million, down from $22 million in the same quarter last year (in line with company guidance), as a result of its declining legacy marketplace business. The company added 8 new clients in multiple verticals including auto, health and home services. MCHX is leveraging its declining marketplace business into a company focused on call analytics, with A.I. capabilities.

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Disclosure: The specific securities identified and described do not represent all of the securities purchased, sold, or recommended for advisory clients, and the reader should not assume that investments in the securities identified and discussed were or will be profitable.