If you google, google trends, and search Ubiquiti... you can see the traction across the globe and how it's growing. I use this a lot when researching product/brand popularity during my DD.
so you're saying you're not concerned with the daily fluctuations of the stock price and actually think they may disrupt and industry and return longterm gains to shareholders and not traders!?!?!?!?! THIS MAN IS INSANE!
he saved most of you from taking on so much damn risk.... you should be grateful he deflated before the street did. Wait for a reasonable price and buy buy buy.
Wow. I have no words.
yeah i got that... maybe this is stuffed in a couple of russian based ETFs because of their link to Moscow, that's probably causing a lot of swings. Volume is horrible on this thing.
8/15/2015 ---- 8,502,128
I guess they don't care about inventory, they just want this baby down! Oh well, I am collecting a nice 400$ a month on the interest from you shorts. Its like collecting rent while I wait for housing prices to go up up and away!
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