SHU Portfolio: We Would Still Buy Inseego
September 10th, 2018 · No Comments
- Going through the SHU portfolio and kicking a few tires, we would still be buying shares of Inseego today, even after a doubling of the share price in recent months.
- The company’s financials have improved considerably and they are facing a number of really big market opportunities in 5G and asset tracking especially.
- We also think their SaaS businesses could earn a higher multiple.
Source: SHU Portfolio: We Would Still Buy Inseego – Inseego Corp. (NASDAQ:INSG) | Seeking Alpha
Tags: INSG · SHU Portfolio