Matthew Dow
Small-cap, value, long only, growth at reasonable price

Ubiquiti Networks: Significant Upside Potential In 2013

Ubiquiti Networks (NASDAQ:UBNT) is a fast growing and innovative small cap in the wireless communications industry. The company has seen an astounding CAGR of revenues of 137% from 2006 through fiscal 2012. During this time, the company had an IPO and went public in October 2011.

In May 2012 the company was trading as high as $35/share. However, a revelation that some products were being counterfeited and sold by the company's distributors, a problem that appeared to be quite substantial for the airMax product line caused the stock to plummet. Growth estimates were reduced drastically, and several analyst downgrades followed during 2012. The stock how now been stable around $12/share for about 5 months, and the company released...

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