“I am pretty bullish about Marin, even though at first glance their financials look horrendous at first blush,” Tony Evans, who wrote a report about Marin for New York-based Triton Research, told me. “They are one of the first to go public and they are in the top three in a space that is set to get very big. They should be able to grow fast enough to offset the losses they have been posting until now.”