SHU Portfolio: We Would Still Buy Inseego

  • 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