TheiaFintech

The author highlights Yelp's strong financial metrics (low EV/EBITDA, high ROIC, and FCF margin) but contrasts them with the stock's poor performance and negative market sentiment. The author questions whether the market is overlooking a fundamentally sound company or if there are hidden risks related to its business model in an AI-dominated world. The post invites discussion on whether Yelp is a value investment or a value trap.

The author presents a detailed overview of Immersion Corporation (IMMR), a haptic technology company. The post includes financial data (Market Cap, P/E, ROE, etc.), a list of pros and cons, and some technical and DCF analysis. The author is seeking feedback on their research and asks specific questions about the company's revenue growth, margins, and competition. The discussion that follows provides additional insights, including the impact of patent litigation and licensing deals on revenue.