Hey Anirban
Glad I hit a nerve ![]()
Just to clarify, I am not necessarily bearish, just that I think the market cap expansion potential is limited given that it is already a $4b company and they really serve a niche market in the service provider sector, whose investment growth rate of 32% for wireless broadband infrastructure in unlicensed spectrum I believe is way overstated as it includes the projected investments in 3G, 4G, and equipment manufacturers are already working on 5G technologies.
UBNT will do well as a company, I just think it is too late to buy into them now if your objectives is to identify investment opportunities that can lead to a triple. Just do not see it happen.
All the best
bashaar