Thread by @TylerTaggart1

$VERB A Thread

I may be early on this one (it could fall a bit before gaining), but I am long.

What is VERB?

VERB is a CRM / Content creation tool tool that helps people generate content to capture leads / make sales.

Was skeptical at first. After trying the app, I'm sold.

Comparing it to CRM's let's look at $CRM (Salesforce) History.

Nice graph yeah?

The CRM Market is HUGE and isn't going anywhere. Businesses always need a way to capture and keep track of leads and customers.

What makes VERB so unique?

Once I downloaded the app, it became very clear that this is going to be a MUST HAVE tool for the future of marketing.

I've spent the last 4 years perfecting the art of selling stuff on Amazon, and I've learned a few things . . .

1) People hate text, they like pictures. Overlaying text on pictures is ok.
2) People don't even really like pictures. They like videos.
3) People don't even really like videos. They like short videos. With links that make it easy to buy.

So what does verb do???

It gives you the ability to make fast, on the go vidoes (or more professional ones) with quick click links in them.

Check it out:

ltl.is/fsPZQ

(link in my video is a Robinhood referral link. See how slick that is?)

Great for:B2B leads, clients or D2C

p.s. I just realized the link on my video may not work unless you are viewing via mobile. I mention this b/c I don't want you to go away thinking that VERB's tech doesn't work correctly. It does.

Anyone who has been in sales and marketing, had to generate clients, or makes their living selling products on social media will immediately see how big this is.

Huge huge HUGE potential to change the marketing industry.

Best part? Once I get a lead, it saves to my phone CRM

Ok on to some company info. Starting with major partnerships:
- $CRM (Salesforce)
- $MSFT (Microsoft)
- $ORCL (Oracle / Net Suite)
- $ADBE (Adobe / Marketo)

VERB also has a GLOBAL user base and is already in 60 countries with clients including:
Young Living
Q Sciences
4Life
Neora
Xyngular
Kyani
Monat
Scout&Cellar
And more

On to financials

Revenue
2018: $32,000 (not in thousands. just $32k)
2019: (oh boy . . . ) $9,100,000

Wait what???
$10 MILLION in revenue last year???

Yeah. It's exciting. However don't get too excited yet.

Even with $10M, there was an operating loss of $15M on the year.

However, while revenue went from $32k to nearly $10M

Expenses went from $7.7M to $20M

Meaning revenue FAR outpaced expenses. It's a SAAS play. It's scale-able.

Q1 of 2020? $2.35M in revenue. Compared with $9k Q1 of 2019. Big jump.

I love the tech.

They have strong growth.

So what are the risks?

1) They aren't profitable (yet). This is why I think I might be early. Maybe VERB drops 10% or 20%. Maybe not. If it does, I'll average down.
2) Lots of BIG competition in the space with BIG $$$

Based on revenue, VERB is trading at a 3.5x multiple whereas CRM is trading at a traditional 9x

Again, profit is the key driver here. CRM reported a profit against revenue. VERB did not. However, CRM reported a loss in 2016. TSLA lack of profit (in the past) another example

I'm bullish. But I admit I might be early here.

Do I see VERB getting as big as $CRM? Probably not. I think they have a unique angle in the CRM SAAS space though, and that they can perform well over the next 2-5 years.