Ubiquiti Powers Ahead But It Faces Risks
The company is powering ahead and perhaps the most notable developments in 2018 is the explosion in cash flow and the massive buybacks. These buybacks are reaching their limits as […]
Ubiquiti Powers On Aided By 2 Growth Levers
Ubiquiti is a company with a curious business model that has its skeptics and critics. But on the basis of past history, that business model delivers powerful results. The company […]
‘It Sounds Like Your Shorts Are Getting Nervous’
The title quote is from CEO Pera during the Q1CC and conveyed his confidence and the stock price recovery. We think most of these issues are settled now and we […]
Ubiquiti’s Unique Ways Provides Value
After a few quarters where growth seemed to have slowed to a crawl and margins actually declined somewhat, the perspective brightens considerably. The company delivered solid growth in the quarter […]
Ubiquiti Networks Short Thesis Doesn’t Add Up
Ubiquiti does things differently. It generally offers good products for much lower prices compared to the competition, but also enjoys significantly better margins. That seems too good to be true, […]