Mingran Wang
Value, growth, long only

Ubiquiti Networks: A Great Leader With A Unique Business Model


Ubiquiti Networks (NASDAQ:UBNT) is an industry leader in the "Fixed Wireless Broadband" hardware industry. Its "Airmax" product line contains equipment used to create "fixed wireless broadband networks". In the last 2-3 years, it has also created 5 other new product lines, such as Unifi (enterprise wireless access point), which has been very successful.

Although it is often considered as a growth stock given its amazing growth in the past 8 years, with the current valuation, I believe it is also attractive to value investors now.

Just looking at the key statistics, it has good earnings growth and revenue growth; but value investors often neglect this company because it seems to be yet another hardware company in high-tech

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details