Investment Thesis
Research Solutions (NASDAQ:RSSS) has a high margin high growth (SAAS) segment that has so far been obscured by its larger low margin segment. It is currently nearing an inflection in which incremental revenue will flow directly to the bottom line. At the current valuation, one is almost getting a free option on potentially a 1B dollar SAAS play in the R&D space. Combined with its recent up-listing to the Nasdaq and partnerships, we believe the market will soon realize RSSS's potential.
Background
Research solutions provides companies (e.g. researchers and regulatory personnel)