Fundamental Analyses, Contrarian Cashflows

Contrarian Cashflows

Fundamental Analyses

The purpose of Contrarian Cashflows is to document my investment research and share it with everyone who is interested in value investing. My long term aspiration for Contrarian Cashflows is to become a platform for professional investors and serious amateurs where they can get inspiration and discuss investing-related topics.
I plan to publish one company deep dive per month that is guided by my investment approach. All information I use for my write-ups is publicly available and most of the time directly sourced from public filings issued by the respective companies. To guarantee maximum transparency, for every post I provide a list of all used sources in the resources section.
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Thematic (Sector/Industry)

Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help you kickstart the week ahead with fresh insights.Because these ideas are the result of my first-level idea generation process, they require more in depth research. Therefore, the ideas will often be concise, with occasional references to valuable work from other practitioners that I encourage you to explore.If you have something fascinating to share that could benefit me and the wider community, don’t hesitate to send it my way—I’d love to hear from you!

Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help you kickstart the week ahead with fresh insights.Because these ideas are the result of my first-level idea generation process, they require more in depth research. Therefore, the ideas will often be concise, with occasional references to valuable work from other practitioners that I encourage you to explore.If you have something fascinating to share that could benefit me and the wider community, don’t hesitate to send it my way—I’d love to hear from you!

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

<ul><li>Ceragon Networks is a wireless backhaul solutions provider helping customers transition to 5G connectivity</li><li>Faces competition from companies like Aviat Networks and Airspan Networks</li><li>Recent unsolicited acquisition offer from AVNW rejected, with potential 83% upside in stock price according to 18-month price target</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Ceragon Networks is a wireless backhaul solutions provider helping customers transition to 5G connectivityFaces competition from companies like Aviat Networks and Airspan NetworksRecent unsolicited acquisition offer from AVNW rejected, with potential 83% upside in stock price according to 18-month price targetThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Ceragon Networks Ltd (CRNT) - Monday, Mar 11, 2024

Israel

Ceragon Networks Ltd develops, manufactures, and sells wireless networking systems. The Company's systems enable global communications service providers to high-capacity broadband infrastructures in metropolitan areas. Ceragon's customers include new and existing competitive local exchange carriers and Internet service providers.

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Ceragon Networks (CRNT US)

Monday Delight: 03/11/25

Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help you...

Contrarian Cashflows

Ceragon Networks Ltd (CRNT) - Monday, Mar 11, 2024

Ceragon Networks is a wireless backhaul solutions provider helping customers transition to 5G connectivity. Faces competition from companies like...

Value Investors Club (VIC)

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52-week Range

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