BWS Financial Inc

BWS provides independent stock specific research focused on companies with distinct value that are going through a special situation where there is a tangible catalyst not priced in. The catalyst can be anything from new product, restructuring, M&A, management change, change in business strategy, etc. BWS’s focus is to understand the change and evaluate the potential return for investors.

BWS utilizes a self formed proprietary approach in discovering stocks by putting great emphasis on deep research. BWS does generate short recommendations following a similar criteria.

Independent Stock Specific Research

ARLO: Recurring Revenue Growth, PT to $11

ARLO: Service in a Tough Market, PT to $8

Founder, BWS Financial Inc

Hamed Khorsand

Founder

Equity Bottom-Up

<ul>
<li>ARLO spent the fourth quarter adjusting to a tough consumer environment with deep discounts to clear out channel inventory. </li>
<li>ARLO had already provided quarterly revenue guidance taking into consideration the discounting and promotions that would run during the quarter.</li>
<li>Paying subscriber count rising remains the value proposition in owning shares of ARLO. Quarterly adds closer to what ARLO has been achieving would be a positive for the stock. </li>
</ul>


ARLO spent the fourth quarter adjusting to a tough consumer environment with deep discounts to clear out channel inventory. 
ARLO had already provided quarterly revenue guidance taking into consideration the discounting and promotions that would run during the quarter.
Paying subscriber count rising remains the value proposition in owning shares of ARLO. Quarterly adds closer to what ARLO has been achieving would be a positive for the stock. 


Arlo Technologies Inc

ARLO: Discounts and Subscriber Growth