The David Politis Company | ANALYSIS and NEWS-WRITING
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ANALYSIS and NEWS-WRITING

Enclosed below are samples of some of the various editorial pieces David has produced during his career.

 


Divvy and Four Other Firms Bought

(Originally published 7 May 2021 via Deseret Business Watch)

 

In spite of all the media coverage the acquisition of Divvy understandably generated, the key item missed by nearly all prior stories was the reason why Bill.com was willing to pay 25X Divvy’s annual revenue of $100 million. The answer, however, was hidden in plain sight within Bill.com’s investor presentation.

 

Specifically, during its due diligence Bill.com confirmed that Divvy had a $25 trillion Total Addressable Market of annual credit card charges made by small and medium-sized business around the world, a TAM that Bill.com did not have at the time.

Slide from Bill.com’s 6 May 2021 Investor Presentation

{NOTE:  To read more, please visit the original article/analysis here on Deseret Business Watch.}

 


Gunther Family Wins as Altabank Sells

(Originally published 19 May 2021 via Deseret Business Watch)

 

When you’ve consulted and worked with hundreds of pre- and post-IPO enterprises, it becomes second nature to always be on the lookout for data that may provide important information and/or insights about a given firm, ecosystem, or industry.

 

Such was the case for David when he came across a seemingly innocuous news release from Atlabank about a Form 13-D it had filed with the U.S. Securities and Exchange Commission.

In reality, Altabank’s news release and concurrent SEC filing informed David that there was trouble afoot with the institution that had been his bank of choice for many years, challenges he predicted in his in-depth 28 January 2021 report that

 

“… Utah’s Altabancorp may not exist as a standalone

company by the end of 2021, if not sooner.”

 

In total, David researched and published three separate reports via Deseret Business Watch in the first half of 2021 analyzing the unfolding drama between the board and executives of Altabank and its largest group of shareholders, drama that eventually led to the company agreeing to be purchased in May of that year.

 

To read these reports, we invite you to read

 

      1. A Battle for the Soul of Altabancorp;

      2. The Fight Formally Begins: Altabancorp vs. The Gunther Family (the second item within this weekly round-up); and

      3. Gunther Family Wins as Altabank Sells.

 

{NOTE:  Please visit Deseret Business Watch to review more of David’s news reports and analytical insights.}  

 


From Bootstrapped To Market Leader: The LiveView Technologies Story

(Originally published 26 August 2022 via Silicon Slopes)

 

In this feature article (his last for Silicon Slopes), David leveraged several conversations with LiveView Technologies‘ CEO and Co-Founder, Ryan Porter, to share a deep-dive look into one of Utah’s next financial unicorns while uncovering its

 

“… 17-Year Climb from Lifestyle Business to

VC-Backed, Cloud-centered Enterprise.”

 

LiveView is now a global enterprise that works with some of the largest retailers in North America, a firm that has boiled down its most visible product into a “… 10-foot long, 8-foot wide trailer, with a mast that can be raised up to 22 feet off the ground,” a solution that is empowered by a round-the-clock, cloud-based security solution.

 

 

In fact, LVT’s offerings are now so compelling the firm grew over 540% in 2021 (the year before this article was written), results that helped it secure a $50 million round of Series B funding in June 2022.

 

{NOTEPlease click here to read David’s full feature story about LiveView Technologies.}

 


 

{NOTE:  Look for additional editorial pieces to be added here in the near future.}

 

 

 

{NOTE:  Look for additional editorial pieces to be added here in the near future.}