“Ubiquiti is a well-run business, but strategically disadvantaged versus our connectivity longs. Its focus on traditional Wi-Fi and lack of exposure to secular growth themes makes it a strong short candidate in this basket. “
Probably you should never short a well run business. They are small team iterating fast with the help of AI.
Fair point but since I’m trying to capture the relative spread they just need to be worse than the longs. At around 15% loss I’ll probably jump ship and cover.
dude! Don't agree with NTGR thesis. They're pivoting focus on B2b for Proav which appears to be growing quite nicely. MS gains in commercial. If TP link are banned in Retail models, they can pick up anywhere from 30-60% market share in a restocking market. DM me if you want to chat.
“Ubiquiti is a well-run business, but strategically disadvantaged versus our connectivity longs. Its focus on traditional Wi-Fi and lack of exposure to secular growth themes makes it a strong short candidate in this basket. “
Probably you should never short a well run business. They are small team iterating fast with the help of AI.
Fair point but since I’m trying to capture the relative spread they just need to be worse than the longs. At around 15% loss I’ll probably jump ship and cover.
dude! Don't agree with NTGR thesis. They're pivoting focus on B2b for Proav which appears to be growing quite nicely. MS gains in commercial. If TP link are banned in Retail models, they can pick up anywhere from 30-60% market share in a restocking market. DM me if you want to chat.