Josh Burwick
Long/short equity, growth at reasonable price, tech, Venture capital

Aruba Networks: Best BYOD Play That Gets No Attention Except From Short Side

UBS downgraded Aruba Networks (NASDAQ:ARUN) today after the stock has run up with "limited upside." The old adage "add to winners, cut losers" seems anathema to sell side analysts as they cut small/mid cap winners faster than a small budget major league baseball club cutting promising young talent before they need to pay up. But I digress. ARUN is one of the best plays on the pervasive BYOD theme while ClearPass and the 802.11ac product cycles will lead to revenue and margin upside in 2014. While historically a tough investment as a pure play WLAN company, the addition of ClearPass and Instant expands Aruba's TAM, adding exposure to the mid market and the hot network access control space....

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