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

UI: Product Availability & Free Cash Flow

Founder, BWS Financial Inc

Hamed Khorsand

Founder

Equity Bottom-Up

<ul>
<li>The enterprise segment has fueled revenue growth at Ubiquiti (UI) and it should remain the same in the fiscal second quarter</li>
<li>Ubiquiti has expanded its product offering for enterprise customers where it includes a complete solution down to the EV charging station</li>
<li>We have made several adjustments to our earnings model. We continue to assume gross margin rising sequentially due to lower costs</li>
</ul>


The enterprise segment has fueled revenue growth at Ubiquiti (UI) and it should remain the same in the fiscal second quarter
Ubiquiti has expanded its product offering for enterprise customers where it includes a complete solution down to the EV charging station
We have made several adjustments to our earnings model. We continue to assume gross margin rising sequentially due to lower costs


Ubiquiti Inc.

UI: Inventory Environment