My only real concern with VOR is it’s heavily concentrated customer base (top 10 are 80% of revenue) so if they lose one there will be a massive air pocket. Aside from that and a little impatience around their next acquisition it’s an easy hold. Cyber security isn’t going anywhere. Still think Jeff needs to move into more of an ops role - his execution has been excellent to date but he doesn’t seem to understand the market. It’s a bit of a game and he doesn’t know how to play it.
Gary seems to be a bit of an oxygen thief as well. If we had a half decent chair there might be a bit more impetus...
VOR Price at posting:
28.0¢ Sentiment: Buy Disclosure: Held
