External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

Key points (machine generated)<ul><li>Gogo boasts a unique and extensive infrastructure, including over 250 ground-based towers, providing strong coverage and high-quality connectivity to private jet passengers.</li><li>The company's stock price has been undervalued due to concerns about competition from Starlink, execution issues with its 5G service, and investor perceptions associated with its divested commercial aviation business.</li><li>However, Gogo is actively addressing these concerns and has a clear growth trajectory. As cash flows increase after completing investments in 5G and low-Earth orbit services, the stock could potentially triple in value by 2026. The company's dominant market position and durable competitive advantages contribute to low downside risks.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Gogo boasts a unique and extensive infrastructure, including over 250 ground-based towers, providing strong coverage and high-quality connectivity to private jet passengers.The company's stock price has been undervalued due to concerns about competition from Starlink, execution issues with its 5G service, and investor perceptions associated with its divested commercial aviation business.However, Gogo is actively addressing these concerns and has a clear growth trajectory. As cash flows increase after completing investments in 5G and low-Earth orbit services, the stock could potentially triple in value by 2026. The company's dominant market position and durable competitive advantages contribute to low downside risks.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Fundamental Short Selling Research

Eric Fernandez, CFA

TwoRiversAnalytics

ZoomInfo Technologies  / Equity Bottom-Up

<ul>
<li>This model seeks short-sale candidates among companies that use aggressive accounting and/or exhibit deteriorating quality of earnings.  </li>
<li>They are typically highly idiosyncratic shorts and require thoughtful analyses of upcoming catalysts.  When the company’s issues become well-known, there is often multiple compression as well as a rerating.</li>
<li>These shorts can have high or low betas, valuations based on artificial earnings and exhibit good short responses to subsequently disappointing earnings.</li>
</ul>


This model seeks short-sale candidates among companies that use aggressive accounting and/or exhibit deteriorating quality of earnings.  
They are typically highly idiosyncratic shorts and require thoughtful analyses of upcoming catalysts.  When the company’s issues become well-known, there is often multiple compression as well as a rerating.
These shorts can have high or low betas, valuations based on artificial earnings and exhibit good short responses to subsequently disappointing earnings.


Earnings Quality Short Candidates: ZoomInfo, Gogo, Elanco Animal Hlth, Sonos, Energizer

Forensic Accounting

Earnings Quality Short Candidates: Gogo, Progress Software, Envista, Dun & Bradstreet

United States

Gogo Inc. provides in-flight connectivity systems and services. The Company offers online aircraft systems, wireless digital entertainment and other services in the commercial and business aviation markets.

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Gogo Inc (GOGO US)

Gogo Inc (GOGO) - Tuesday, Nov 14, 2023

Gogo's stock price has been undervalued due to competition concerns, execution issues, and investor perceptions, but with progress in resolving...

Value Investors Club

Earnings Quality Short Candidates: ZoomInfo, Gogo, Elanco Animal Hlth, Sonos, Energizer

Earnings Quality shorts lead to idiosyncratic alpha. Today, we show our model rankings and highlight ZoomInfo, Gogo, Elanco Animal Hlth, Sonos,...

Eric Fernandez, CFA

Earnings Quality Short Candidates: Gogo, Progress Software, Envista, Dun & Bradstreet

Earnings Quality shorts lead to idiosyncratic alpha. Today, we show our model rankings and highlight Gogo, Progress Software, Envista, Dun &...

Eric Fernandez, CFA

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