Jamf: Apple Tailwinds And Misunderstanding Presents Considerable Alpha

Mar. 31, 2022 11:18 AM ETJamf Holding Corp. (JAMF)2 Comments

Summary

  • There are overarching tailwinds that are pushing more Apple into the enterprise.
  • JAMF is a beneficiary of this by being the longest-standing Apple-only focused Mobile Device Management (MDM) vendor.
  • However, there is a misunderstanding relating to Apple’s in-house MDM intentions, which caused JAMF’s stock to plummet and not recover yet.
  • We believe this presents considerable upside for investors.
  • Looking for more investing ideas like this one? Get them exclusively at Asymmetric Tech Investments. Learn More »

Apple Store

Nikada/iStock Unreleased via Getty Images

Jamf Company Overview

History/evolution: Founded in 2002, Jamf Holding (NASDAQ:JAMF) develops software for IT administrators to configure and automate tasks for fleets of Apple (AAPL) devices with organizations. It began focusing on

Product suite

Jamf

Jamf

Convequity

Device Lifecycle Management

Convequity

Catalyst Flow for JAMF Investment Case

Convequity

Willingness to Join and/or Stay at a Company Thanks to Having a Choice of Technology

Jamf

Preference for Apple vs non-Apple

Jamf

MDM Competitor Analysis

Convequity

Jamf share price

TradingView

Some Numbers for Calculating the Implied Annual Price Per Device

Convequity

Projected FY26 ARR via Number of Devices & Price Per Device

Convequity

Share Price Speculation for FY26

Convequity

Become a member of Asymmetric Tech Investments to gain the information edge required to maximize long-term returns in the tech sector. Receive 50% time-limited legacy discount - this equates to $380 per year, fixed for life. Offer ends when we reach 50 members.

This article was written by

Convequity profile picture
3.35K Followers
Obtain high-conviction information edge with unique insights

Long-time tech investors with special interests in cybersecurity and cloud-related stocks. Recently we decided to turn our passion into an equity research business called Convequity. We combine quantitative and qualitative methods to gain a deep understanding of a company's business, products, and markets, and the stock's intrinsic valuation. Our process aids us to identify companies in-process of developing wide and sustainable moats with the promise of exceptional long-term returns. 

Disclosure: I/we have a beneficial long position in the shares of JAMF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Recommended For You

Comments (2)

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.