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 is scheduled to report fiscal fourth quarter (September) results on November 22, 2021, with all eyes on how much the cloud business has grown.</li>
<li>During the calendar year 2021, cloud adoption had accelerated where AVYA pulled forward the timing of reaching $1 billion in ARR. This trend is to continue</li>
<li>ARR momentum would harm revenue line and push out free cash flow generation to late fiscal 2022. </li>
</ul>


AVYA is scheduled to report fiscal fourth quarter (September) results on November 22, 2021, with all eyes on how much the cloud business has grown.
During the calendar year 2021, cloud adoption had accelerated where AVYA pulled forward the timing of reaching $1 billion in ARR. This trend is to continue
ARR momentum would harm revenue line and push out free cash flow generation to late fiscal 2022. 


Avaya Holdings Corp

AVYA: Calling It a Preview