True" hello investors, thank you so much for joining me. My name is Michael from Deep Value Returns and Seeking Alpha. - Today, I want to talk to you about Digital Turbine. It's a stock that's one of my favorite stocks, and I believe that it has been unjustifiably punished. - Part of the reason for that is that it's just been too acquisitive, and this has obfuscated the results somewhat. - So, its revenue growth rates are very explosive right now, but investors are kind of skeptical. They believe it won't be that explosive going forward. It’s difficult to get a sense of what sustainable revenue growth rates are, but I'm going to go through and highlight to you why I believe this investment is particularly cheap. - Here's the thing to keep in mind without, just think about the scale of this business, right? Digital Turbine is already in 750 million devices globally. So, even if you may not be very familiar with their business overall, just know that the stock, you've kind of heard people mention, doesn't matter. Think about that 750 million devices and growing monthly. - I'm going to highlight to you why paying 33 times free cash flow for this business is really reaching. - One of the things I wanted to highlight is that the business has been very acquisitive, and this has led to an explosion in its revenue growth rate. - You can see here the graphs, they're all kind of up and to the right. I mean, this is just beautiful graphs to see. - Part of the reason it has been that way is that they've acquired three businesses, and those acquisitions have made Digital Turbine much, much bigger. - But, you know, that has come with the trade-off that investors are...
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