One thing I use CAPS for is as a memo book on my investing decisions. I put UBNT in the doghouse in March. Since then it is up about 23%, outperforming the S&P by 29%.
I’ve received a lot of new product alerts from them.
Might be worth taking a look at the next quarterly.
Oh, and my Ubiquiti access point and station have been up and working for a whole month
I hold a $27 Jan 17 syn long in UBNT bought when it was at about $32.
I really admire the CEO’s moxy and like the idea of the business. I’m not savvy enough to understand the fundamentals in detail, but what I did notice is that through all this market turmoil, UBNT actually went up incrementally on quite a few days! Which makes me wonder if the market sees it as a safe stock, or cheap, or are finally realising it’s a good business. Who knows? I am just looking forward to what happens when the market comes back.