Agilysys: Buy The Post-Earnings Dip, Deal Delays Are Only Transitory

We often have to be very careful when assessing massive post-earnings dips: are the factors that caused the dip transitory, or has the company just entered into a multi-year slump that will take time to fix?With combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since ...