“Smith Micro (SMSI) is the gift that keeps on giving,” I told several of my colleagues the day after the company’s most recent Q2 2020 conference call. That might seem like a strange thing to say when my number one holding dropped 10% after what most investors evidently interpreted as a disappointing Q2 conference call. But for me, SMSI dropping 10% was yet another gift, another opportunity to continue accumulating shares in a company whose enormous potential I believe most market participants do not yet understand.
In this post-COVID-19 environment, many retail