MARK - RealNetworks Could Have A Winner

At first sight RealNetworks (RNWK) might not seem like a stellar investment choice. The company has a history of losses and while there is a jump in revenues after it doubled its stake in Rhapsody (Napster), these losses have continued unabated:

Data by YCharts

But we see an opportunity here as a result of:

• SAFR, the company's computer vision business, more especially in its AI powered facial recognition platform
• Cheap valuation

Management made an interesting pivot towards "the intersection of public health and safety" in their SAFR business in relation to the COVID-19

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