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

Founder, BWS Financial Inc

Hamed Khorsand

Founder

Equity Bottom-Up

<ul>
<li>UI is coming off a strong performance in the December quarter but should continue to show improving margins as the Company maintains products in stock and at higher prices</li>
<li>The March quarter can be seasonally challenging. For Ubiquiti, it could end up being a period where customers are able to find the products they are looking for in stock </li>
<li>In the March quarter Ubiquiti has maintained a higher level of product availability than what we had been observing in the prior year</li>
</ul>


UI is coming off a strong performance in the December quarter but should continue to show improving margins as the Company maintains products in stock and at higher prices
The March quarter can be seasonally challenging. For Ubiquiti, it could end up being a period where customers are able to find the products they are looking for in stock 
In the March quarter Ubiquiti has maintained a higher level of product availability than what we had been observing in the prior year


UI: Product Availability & Free Cash Flow

Ubiquiti Inc.

UI: Product Availability & Free Cash Flow