New Threads Only:  Add to Google Reader or Homepage
New Threads & Replies:  Add to Google Reader or Homepage
Forums are for serious investors only. GuruFocus Forum Rules.

Forum List » Guru News and Commentaries
Guru News, Stock picks and commentaries
New Topic Search
Goto Thread: PreviousNext
Goto: Forum ListMessage ListNew TopicSearchLog In
Baron Funds Comments on Ubiquiti Networks
Posted by: guruhl (IP Logged)
Date: August 23, 2012 03:01PM

From Baron Funds' second quarter commentary:

Ubiquiti Networks, Inc. (UBNT) designs, manufactures, and sells innovative broadband wireless products at prices far below its competitors. Its unique, lean business model also yields high profitability. Recent concerns about exposure to Asian counterfeiters and whether the company's IP can be protected have pressured the stock. The company has continued to generate impressive growth, with first quarter revenues increasing 79% year over year. (Gilad Shany)



Guru Discussed: Ron Baron: Current Portfolio, Stock Picks
Stocks Discussed: UBNT,
Rate this post:

Rating: 0.0/5 (0 votes)





Sorry, only registered users may post in this forum.

Please Login if you have an account or Create a Free Account if you don't
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK