I think this is why investors believe UBNT deserves a higher price. Xiaomi and Tesla! All three of these companies have identical business models. R&D companies, who cut the middle man, invest heavily in R&D, let the product market itself = Great Margins. Xiaomi is the 2nd largest distributors of phones in China and no one has heard of them. UBNT is the second largest volume player in many of its product categories after CISCO. The stock is not being priced like a Tesla, and everyone wants it to be priced like a Tesla. The stock has run 150% since its IPO yet its remained fairly valued. The secret is this brain dead easy high margined business model taking market share from established players at a steady pace. Check out Jeremy Rifkin's book 'The Zero Marginal Cost Society' which talks about how social media and the growth of the web has allowed margins to come down a lot in hardware and near zero for software services. To conclude the book basically says companies not leveraging this tool will be left behind, slashing prices, and losing profitability until they adapt, but by then it will be too late. Doesn't matter what UBNT, TSLA, or XIAOMO make, the point is their business model is disrupting what seemed like impenetrable market spaces.
Sentiment: Strong Buy
RUCKUS only 7000, MikroTik only 33000... UBNT by for the most recognisable brand in the space and discussions per post, engaging consumers etc...
I've their page had 120,000 fans in december. Now closing in on 300,000. Thats pretty freaking explosive brand recognition growth in 6 months. It took Tesla two years to get 500,000 fans.... Looks like the Ubiquiti world network is gaining massive traction.
Sentiment: Strong Buy
revenue missed big time... EPS good, i guess margins are up?... interested to hear how the leasing business is getting along and expansion of panel plants.
low volume... get in, buy more... same happened to Gilead... once at 75 to 68 after earnings, then at 89 to 86.... look where the stock is today. good results are good results.... probably some profit taking. but i think its stupid. buy.
haha... you said you wouldn't buy until 35 when it was at 40... but when it was at 34 you said you wouldn't buy until 30... when it was 30 you said you wouldn't buy until it was 20... Instead you went "all in" as you said in END and missed the low 30s where most of the posters on this board loaded up.. your the state of which all day traders go bust after 170 days... I don't know if I should laugh or cry when I look through your posts.
Gravity is a multidirectional force that acts on different objects in space. No up and down bichacho. I learned that in elementary school physics.