Professional
Added to YB: 2026-09-24
Pitch date: 2026-09-21
RDVT [bullish]
Red Violet, Inc.
+0.74%
current return
Author Info
Idea Brunch is an interview series where great off-the-beaten-path investors share their best ideas and insights about their research process. Yellowbrick users get a 20% discount for life
Company Info
Red Violet, Inc., an analytics and information solutions company, specializes in proprietary technologies and applying analytical capabilities to deliver identity intelligence in the United States.
Market Cap
$1.2B
Pitch Price
$75.64
Price Target
N/A
Dividend
N/A
EV/EBITDA
59.62
P/E
66.14
EV/Sales
11.76
Sector
Software
Category
special_situation
Idea Brunch with David Polansky and Tim Delaney of Immersion Investments - Red Violet, Inc.
RDVT: Red Violet remains the largest holding after rising from the mid-$20s to above $70. The identity-intelligence provider progressed from an orphaned spinoff as absent analyst coverage, low trading liquidity and a persistent legacy-shareholder overhang cleared while management continued to execute. A near-50% drawdown during the first-quarter SaaS selloff tested conviction, but was viewed as market noise rather than a change in fundamentals.
Read full article (1 min)