a very quick look at this: incredible growth expectations, great market position, enviable cash flows, liquidity ratios most companies would die for, including a preposterous 170 Million dollar cash position with basically no debt.
can someone explain why they are at 17. i'm not being funny: i have no rational explanation.
i read the "price pressure" article and its obtuse. nobody mentioned the insane upside from the move away from voice to DATA that will actually HELP TNDM overall longterm.
trying not to call the analysts a bunch of momma's boys out of ivy league schools that don't know sheeeet, but....
LOL. exactly...i'm looking, doing the usual DD, then a deeper DD, then more and more obsessive qualitative stuff on top of it, and STILL thinking...WHAT am i MISSING?
you nailed the point straight on. you end up over-thinking it, right? sometimes there really are just those opportunities you come across where things have been driven down too low too fast based on nothing, and i strongly feel that's the case here. i see us returning to the 23-25 range or close to it.
I think the telecom sector as a whole was shorted to fund other purchases. When they all pile on, they can move anything.
This is exactly the kind of value investing that Buffet would approve. In a sense, we owe the shorts a bit of gratitude for working against the fundamentals and selling to us at such an undervalued price.