Looking at Jonah Lupton's deep dive on AudioEye, it sounds like a company with a huge TAM, a strong SaaS product offering, and a probably bright future.

Looking at Mariner Research's analysis of AudioEye suggests problems with the founders, the current executive management, the effectiveness of the software, low R&D investment and high G&A expense, and even the reliability of the accounting and audit firm!

It's very hard to size up the strength of this company's strategy and long-term earnings prospects. Martin "PharmaBro" Shkreli once held almost 10% of this company. I suppose that fact alone adds a degree of discomfort for me.

Notably, the Mariner Research report has, so far, proven to be wrong about the stock's performance.