# Mobileye (MBLY)

**URL:** <https://discussion.fool.com/t/mobileye-mbly/32950>\
**Category:** Saul’s Investing Discussions\
**Created:** [August 21, 2014, 11:15am UTC](https://discussion.fool.com/t/mobileye-mbly/32950 "2014-08-21T11:15:32Z")\
**Posts on this page:** 2\
**Page:** 1

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**Author:** ![CMFdrdm](https://sea2.discourse-cdn.com/motleyfoolfree/user_avatar/discussion.fool.com/cmfdrdm/32/3432_2.png) [@CMFdrdm](https://discussion.fool.com/u/CMFdrdm)\
**Post date:** [August 21, 2014, 11:15am UTC](https://discussion.fool.com/t/mobileye-mbly/32950/1 "2014-08-21T11:15:32Z")

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I am sorry I didn’t post about this company when John Sergeant first brought it to my attention on the Tesla board about a week ago but it still may be worth following. Unfortunately or fortunately, depending on your perspective it got a boost yesterday when Obama administration announced new initiative to focus on Advanced Driver Assistance Systems. ADAS is the technology expected to move forward the era of self-driving cars. Tesla already incorporates some MBLY technology in their model S vehicle.

MBLY ipo’d earlier this month, promptly dropped in share price and is now recovering and moving back toward its high. Still may be worth a speculative small nibble. I have NOT carefully studied this company. Seeking Alpha article notes. Here is a link to their IPO prospective:

[http://www.nasdaq.com/markets/ipos/filing.ashx?filingid=9678…](http://www.nasdaq.com/markets/ipos/filing.ashx?filingid=9678615)

Revenue has quadrupled since 2011 and they are finally net income positive. Here are some Seeking Alpha notes:

_Mobileye is the only real pure-play for investors looking for ADAS and autonomous driving exposure, and has already demonstrated autonomous driving capabilities._

_15 years of R&D in ADAS technology has yielded a dataset giving Mobileye a distinct competitive advantage - ~5-8 year head start on the competition._

I am very busy in my practice and have not had enough time to adequately research this company yet. Never the less I took a very minuscule position yesterday so it will stay on my radar. It does seem like the type of company that David G likes for his RB service.

Any thoughts?

D.

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**Author:** ![XMFFlygal](https://sea2.discourse-cdn.com/motleyfoolfree/user_avatar/discussion.fool.com/xmfflygal/32/3454_2.png) [@XMFFlygal](https://discussion.fool.com/u/XMFFlygal)\
**Post date:** [August 21, 2014, 3:01pm UTC](https://discussion.fool.com/t/mobileye-mbly/32950/2 "2014-08-21T15:01:47Z")

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This stock was talked about on Fast Money yesterday. I got me interested enough to put it in CAPS. I was thinking of doing the same thing, buy a small position to force myself to do the research…

I am going to put an order in right now.
