Jeff Meyers of Cobia Capital is one of the few investors looking at small-cap tech stocks from the value perspective. In this interview with Justine Underhill, Meyers makes his Real Vision debut with a look at a European performance marketing company that appears to be trading at shockingly low valuations. He breaks down the bull case for XLMedia, discusses potential catalysts for price action, and examines a unique short-term arbitrage opportunity in the form of a tender offer. Filmed on August 5, 2019.