Billionaire Larry Robbins’ Long-Term Stock Picks

14. Digimarc Corporation (NASDAQ:DMRC)

Number of Hedge Fund Holders: 13

Glenview Capital’s Stake: $5.3 million

Digimarc Corporation (NASDAQ:DMRC) provides media identification and management solutions to commercial entities and government customers in the United States and internationally. The following key aspects make this company a standout investment. To start with, as per the report for the third quarter of 2024, operating expenses increased to $17.3 million compared to $16.4 million for the third quarter of 2023, primarily reflecting $0.6 million of cash severance costs and $0.4 million of lower labor costs allocated to cost of revenue due to the amount and mix of billable labor hours incurred. Secondly, the company released the GS1-Conformant Resolver standard by GS1, a leading not-for-profit global standards organization. Digimarc pioneered the open standard to provide critical functionality and to help advance industry adoption of the GS1 Digital Link standard. With the GS1-Conformant Resolver standard, a GS1 Digital Link can be redirected to multiple sources of information – creating a universal way for applications to request specific information about a product.