- The market fears that the pandemic related work from home growth spurt in the company’s sales has come to an end.
- While that might very well be true, we think there is plenty of growth in the company left; the 5G rollout has only just started.
- And fundamentally, the company is riding three different waves, which seem to be only in the first innings.
- These waves are the 5G rollout, the enterprise market, and the foothold the company is gaining in both with its SaaS solutions.
- Then there are the company’s IoT solutions, which are also well positioned for further growth.
- This idea was discussed in more depth with members of my private investing community, SHU Growth Portfolio. Get started today »
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