Mobileye: Underappreciated Data Acquisition Capabilities

Mobileye (NASDAQ: MBLY ) is an autonomous vehicle technology company that started in computer vision for safety features before gradually expanding to offer a comprehensive suite of solutions, including investments in a robotaxi service. Mobileye's near-term opportunity will be driven by ADAS as Richard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk a ...