From * and Craig Sheef technical investing
Another stock Scheef thinks has strong potential is Dubber Corp (ASXUB), — the cloud-based SaaS platform which provides call-recording software for commercial clients.“They’re really playing off the work-from-home thematic. And they’ve already spent the money building a lot of the tech,” he said.“That’s what you like to find — someone who’s done the capex and has their tech embedded into a telco network — once it’s in it’s hard to get out, so churn should be low and turnover high.”Scheef said Dubber’s platform also had an AI capability to gauge the sentiment of conversations and measure customer satisfaction.“There’s no company I think globally that has developed scale with a cloud-based call recording product over a complete telco network,” he said.“So that’s a Melbourne-based company that’s taking on the world. They grew last quarter at 25 per cent and we think ongoing they should grow at similar rates.”
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