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>UI June quarter (fiscal year end) showcased how investment in more inventory has led to Ubiquiti growing revenue and the return of gross margin above 40 percent</li>
<li>UI reported revenue of $491.1 million for the June quarter compared to our forecast of $483.4 million. Ubiquiti having more product in stock on a regular basis led to outperformance</li>
<li>Ubiquiti is now on pace to grow revenue again in fiscal 2024 with greater possibility of free cash flow compared to fiscal 2023</li>
</ul>


UI June quarter (fiscal year end) showcased how investment in more inventory has led to Ubiquiti growing revenue and the return of gross margin above 40 percent
UI reported revenue of $491.1 million for the June quarter compared to our forecast of $483.4 million. Ubiquiti having more product in stock on a regular basis led to outperformance
Ubiquiti is now on pace to grow revenue again in fiscal 2024 with greater possibility of free cash flow compared to fiscal 2023


Ubiquiti Inc.

UI: Restart of Growth