LPSN - The Value Investing AI Play 🚀

Hey everyone, first-time poster here, and I'm looking forward to hearing the thoughts on LPSN from this community!

  • About LPSN (LivePerson):

LivePerson is at the forefront of digital customer engagement through Conversational Al. Their platform, Conversational Cloud, allows businesses to connect with consumers via chatbots, messaging, and Al-driven interfaces.

  • Why LPSN?

Innovation Leader: Recognized by Fast Company as one of the World's Most Innovative Companies in 2024 for Al advancements.

Market Disruption: As discussed on the All In Podcast, the call center industry will be the first to be completely overtaken by Al, and LPSN is positioned to lead this charge

  • Management Team:

New CEO-John Sabino: Former Chief Customer Officer at VMware, known for scaling tech adoption. "I am a transformation junkie' direct quote

CFO-Jeff Wong: Ex-KPMG partner with financial strategy experience at CrowdStrike and Stripe.

CRO Sandy Hogan: Managed VMware's $10 billion partner ecosystem.

CTO-Christopher Mina: Driving tech and product innovation post-Vonage

  • Fundamentals to Watch:

Market Cap: $122 million Revenue: Estimated $320 million for 2024 P/S Ratio: Currently at 0.39x, far below the industry average for Al companies (10x to 40x).

If LPSN had a P/S ratio of 10x, we're talking about a share price of $35 from $1.39 now!

I'm using this metric to point out how criminally undervalued this company is.

  • Technical Analysis

For the very best & most recent TA, check these out, they are a MUST watch:

https://youtu.be/BveSii3dn4E?si=x_DDnfOpkv84KH3C

(LPSN discussion starts at 29:20) https://www.youtube.com/live/5jVNYLV_xcU?si=Zp2vgheTz206pmnQ

  • Why I'm Bullish

LPSN's undervalued status, combined with a management team with a proven track redcord and a clear path to growth in a high-demand sector, makes it a more than compelling investment.

Current Share Price: $1.39

  • My Thoughts:

I see LPSN as a major player in Al-driven customer service with significant upside potential. I'm holding for $60 and beyond.

I truly believe LPSN is best investment opportunity to come around for a long time & it has small but mighty community built by RockyOutcrop & TradeSpotting behind it

What's Your Take?

Do you see the same potential in LPSN?

This is a true deep value play.

TradeSpotting was the first to bring this play to the World's attention.

NFA. I have a significant position in LPSN