Dec. 2 at 5:13 PM
$FIVN I have been mostly negative on this stock for awhile but the Voss Capital quarterly newsletter has caused me to pause. It’s public and on internet but I can summarize here: Their chief competitor Genesys was recently valued at
$15B, Activist investor and Board member Anson Funds recently doubled their stake, they also believe CCaaS is in a consolidation cycle given the recent Verint buyout.