+ Watch UBNT
on My Watchlist
This stock has been unfairly punished in the small cap selloff. Kevin Pera is a superb CEO and I believe the 25+% growth will continue for at least 3 more years.
former apple leadership; saul rec; low-cost structure; wisdom-of-crowds customer dev't model (linux-like); blue ocean strategy (low price AND high quality strategy)
I know it's tripled over the past year, but... the EV/FCF still looks good, assuming 26% growth projections hold up. I don't take that as a given, but *if* the projections are correct, the stock's a good value today.
The companies products are in high demand. Ubiquiti is selling all their products
I was recently convinced that they are a positively disruptive company by a very happy customer of theirs.
This company is doing everything right now. Their customers are begging for more product so UBNT loaded up on the inventory this quarter. Sales should go through the roof.
great numbers and bathtub mats freak me out.
crowd source to hold down costs with top of line products equals fast growth and large profits
Strong growth in 4Q13, nice margins and cash flow. UBNT seems to have a good combination of product design, engineering, and customer focus. With current market cap of $3.7B and net income of $160M annually (23 P/E) and growth rates +50% it seems like a bargain.
UBNT creates networks of sophisticated customers and then works with them closely. Importantly, they act on the input of their users. This model has worked well in mathematics and other sciences. I expect to see more companies using this strategy in the future.
Great product for a fair price. Professional tools for the retail market.
Based simply on one factor - They are recreating the entire networking philosophy with their evolutionary products; their products are extremely well-made and VERY inexpensive when compared to ANY of their competitors.I believe they will continue to gain market share over the dinasaurs our there that have not changed and grown as technology has improved.
following Saul on this one..
great track record, fast growing, good insider ownership, founder still managing
New product is shipping and promises cost effective wifi in dense or campus areas. UBNT is a candidate for purchase by CISCO.
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