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: Service in a Tough Market, PT to $8

ARLO: Accelerating Growth Story, PT to $15

Founder, BWS Financial Inc

Hamed Khorsand

Founder

Equity Bottom-Up

<ul>
<li>ARLO deciding to spend more on brand awareness this year has given reason for some investors to move to the sidelines</li>
<li>ARLO’s second quarter results were better than expected and we believe the third quarter has trended better than expected as well</li>
<li>The timing of switching CFOs was a surprise since five months prior ARLO had established its ad spending strategy.</li>
</ul>


ARLO deciding to spend more on brand awareness this year has given reason for some investors to move to the sidelines
ARLO’s second quarter results were better than expected and we believe the third quarter has trended better than expected as well
The timing of switching CFOs was a surprise since five months prior ARLO had established its ad spending strategy.


Arlo Technologies Inc

ARLO: Penalized for Growth