SQN's Amish Mehta: Here's Why We're Investing in Blucora

The transcript discusses the investment climate in Silicon Valley, focusing on the influx of capital into tech companies and the potential for value investing. It highlights Blucora, a company with three divisions, and its financial challenges and growth potential. The speaker shares insights on investment strategies amidst market volatility and reflects on industry expert opinions. The discussion concludes with Blucora's future prospects and potential roadblocks.

What is the speaker's investment approach regarding market volatility?

How does the speaker perceive the value of cash flow in relation to Blucora's stock price?

What is the speaker's relationship with Blucora, and how does it influence their investment strategy?