BWS Financial Inc

BWS provides independent stock specific research focused on companies with distinct value that are going through a special situation where there is a tangible catalyst not priced in. The catalyst can be anything from new product, restructuring, M&A, management change, change in business strategy, etc. BWS’s focus is to understand the change and evaluate the potential return for investors.

BWS utilizes a self formed proprietary approach in discovering stocks by putting great emphasis on deep research. BWS does generate short recommendations following a similar criteria.

Independent Stock Specific Research

ARLO: Service in a Tough Market, PT to $8

Founder, BWS Financial Inc

Hamed Khorsand

Founder

Equity Bottom-Up

<ul>
<li>ARLO has the help of a product purchase agreement to smooth out lumpiness in consumer spending in the current macroenvironment</li>
<li>While ARLO is targeting a higher income consumer with products that are priced higher than competition, there is still a risk that could have played out in September.</li>
<li>Number of paid subscribers should continue to rise in the third quarter with possibility it could be materially higher than our forecast</li>
</ul>


ARLO has the help of a product purchase agreement to smooth out lumpiness in consumer spending in the current macroenvironment
While ARLO is targeting a higher income consumer with products that are priced higher than competition, there is still a risk that could have played out in September.
Number of paid subscribers should continue to rise in the third quarter with possibility it could be materially higher than our forecast


Arlo Technologies Inc

ARLO: Disconnected to Ongoing Growth