This is a great article by Pardini that makes the case for buying UBNT at current price levels.
Bottom line: The stock appears expensive…. but at a PEG of 1.01, it continues to be a good buying opportunity. UBNT is indeed one of the fastest growing PROFITABLE companies in the world. And can there be any doubt that there is growing international demand for wireless high speed internet? 75% of UBNT’s revenues are from international operations.
I’m adding to my position Monday.