New shareholder here - value/contrarian

Happy to pickup a decent position over the last few days. Reasons I'm interested:

- value wise, looking at likely earnings ranges for next year and simple P/E rations/book values, looks like the business has been overly punished for recent poor results
- overall had a good track record
- management are buying
- can't see any huge risks in the business model
- small market cap, relatively "unsexy" business, low/no analyst coverage, if it does become sexy/bigger, can expect some pretty big multipliers

Any thoughts on this reasoning/disagreement?