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Rosetta Stone Inc. provides technology-based language learning solutions.
The company has a serious competitive advantage in a market that is going to grow for the rest of my lifetime. The only issue is executing on the new subscription model (which I think is the perfect response to a changing market/piracy issues.) I'm thinking a similar model to Netflix except "learning a language" wherever you go via laptop, smartphone, etc will work well. If they take care of the short term domestic problems in their business model the long-term growth in schools/foreign countries will be butter.The stock is extremely oversold right now, so I think RST is a Charlie Munger stock in that you are buying a high quality concept with a high margin of safety. Even if this new model doesn't bring back high flying profits, the underlying patent/pedagogical system is worth a significant portion of the $250Million Market Cap.
Do you work for Rosetta Stone? If not, you're drinking a whole bathtub of Koolaid to come to that conclusion. "The company has a serious competitive advantage in a market that is going to grow for the rest of my lifetime."Are you anticipating a short life? It's incredibly difficult to maintain competitive advantage in software...
Ever heard of Duolingo? Can learn every language in same manner. And it's free!
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