I would absolutely love it if the company is cash flow positive...

I would absolutely love it if the company is cash flow positive but the reality is that they will not be for a few more quarters. If management was smart - which I hope they are - dub would see some cost constraints and show that expenses are growing at a LESS % than that of revenue. It sounds basic but it really isn't as DUB strategy wasn't designed that way in it's early periods. My sentiments still hasn't changed (buy) and I agree with you that the current SP doesn't reflect true value but Mr. Market is currently liking value stocks more than growth due to de-risking of portfolios. The thing is, just as I have seen multiple instances of downtrends, there always ends up being an uptrend afterwards. And DUB is in a prime position when the uptrend occurs.