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

Founder, BWS Financial Inc

Hamed Khorsand

Founder

Equity Bottom-Up

<ul>
<li>AVYA has exhausted investor patience in the Company's quest to transform into a subscription revenue business</li>
<li>Liquidity overtaking the conversation from ARR could have bigger impact to the stock price as investors try to assess the timing of when AVYA could generate free cash flow</li>
<li>AVYA reported fiscal second quarter revenue of $716 million below the Company's guidance and our $739 million estimate</li>
</ul>


AVYA has exhausted investor patience in the Company's quest to transform into a subscription revenue business
Liquidity overtaking the conversation from ARR could have bigger impact to the stock price as investors try to assess the timing of when AVYA could generate free cash flow
AVYA reported fiscal second quarter revenue of $716 million below the Company's guidance and our $739 million estimate


Avaya Holdings Corp

AVYA: Burning Thru Cash, Sell