Phase Space AI

Innodata Inc

INOD · investment memo

Valuation margin
demonstrated − required CAGR
+19.8%
Required CAGR
50.5%
Demonstrated
70.3%
Terminal margin
15.8%
Exit multiple
9.0x
Company state
C
Terminal margin basis

A services margin, cross-checked against the comparator median of 14.9% (EPAM/Genpact/Cognizant). Constraint m_EBIT,T 15.8 <= m_gross,T 40.9 satisfied.

Risk & exit

Four distinct questions, one field each. A price is not a thesis: the trigger below forces a re-underwrite and freezes further purchases — it is never an automatic sell.

Risk trigger
21% below the memo price
$45.38
Forward E[R]
vs a 0% floor
+52.9%

A daily close below $45.38 triggers a mandatory re-underwrite and freezes further purchases. It is not an automatic sell unless a separate fundamental invalidation condition has been breached.

Thesis-invalidation conditions

Fundamental and falsifiable, never price-based. If one is satisfied the thesis is marked dead and the position is retained only by explicit decision.

Impairment case

The named cause is not "AI spending slows." It is: the customer representing 56% of revenue and 65% of receivables reduces, delays or terminates its statements of work, which it may do on 30–90 days' notice without penalty. Three ways that happens, in descending likelihood: 1. Programme completion without replacement. The 10-K risk language is explicit: *"potential inability to replace projects that are completed, canceled or reduced."* This is the base mechanism. 2. In-sourcing. A frontier lab builds internal data operations, or substitutes synthetic data for human-expert annotation. No filin

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