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.

Actionable bottom-up long/short Insights on equities

Equity Bottom-Up

Avaya Holdings Corp. operates as a holding company. The Company, through its subsidiaries, Avaya, Inc. provides business collaboration and communications software solutions. The Company offers unified communications, contact centers, real-time video, and collaboration services. Avaya serves clients worldwide.

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<li>AVYA has exhausted investor patience in the Company's quest to transform into a subscription revenue business</li>
<li>Liquidity overtaking the conversation from ARR could have bigger impact to the stock price as investors try to assess the timing of when AVYA could generate free cash flow</li>
<li>AVYA reported fiscal second quarter revenue of $716 million below the Company's guidance and our $739 million estimate</li>
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Avaya Holdings Corp

AVYA: Burning Thru Cash, Sell