1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies

Baron Funds Comments on Ubiquiti Networks

August 30, 2012 | About:

From Baron Funds' second quarter commentary:

Ubiquiti Networks, Inc. (NASDAQ:UBNT) designs, manufactures and sells innovative broadband wireless products at a fraction of the price of its competitors with a lean business model that yields high profitability. Recent concerns about the exposure to Asian counterfeiters and whether the company's intellectual property can be enforced has put some pressure on the stock. In addition, some investors have questioned the CEO's focus after attempting to buy an NBA team. Ubiquiti has three new products (AirVision, Unifi, AirFiber) and three more to launch during the next 12 months.We believe that, with this open ended growth opportunity, Ubiquiti can emerge as a significant networking player in new and emerging markets. (Gilad Shany)


Rating: 3.3/5 (7 votes)

Comments

Please leave your comment:


GuruFocus has detected 3 Warning Signs with Ubiquiti Networks Inc $UBNT.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.

User Generated Screeners


soho_analogBuy%20Back%20rate
pbarker46Shiller PE
wwygeraBuying #1
dwilsherBuy Back rate
rafamarferFundamentals
psinghppm(EV/MC)+(P-50)_gbl
valueinvestment101-Industry
maurits_halimPBV based good companies (IDX)
maurits_halimPBV based good companies (Japa
maurits_halimPBV based good companies (HK &
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)
FEEDBACK