Sunday, February 17, 2019

Airgain: To Have A Connected World You Need Antennas


Great industry fundamentals. More things are connected to the internet using more antennas.
Airgain (AIRG) has a moat thanks to the 138 filed patents.
AIRG stock has been punished due to management missteps.
The capital structure could be optimized.
I recommend buying AIRG stock offering a 90% upside to $22.00 per share.

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Friday, February 8, 2019

Inflection Point On The Horizon For Horizon Global Corporation


Lousy expectation management regarding the Westfalia acquisition, mishandling the restructuring of the Europe-Africa subsidiary, and a decline in expected EBITDA have caused the stock to drop 85% since late 2017.
We may be close to a pivot point due to the change of the CEO and CFO.
The debtholders have previously amended the debt covenants. I don’t see why this time would be different.
I recommend buying the stock with a target price of $10.40 offering a 3.3X upside.
Read more in Seeking Alpha...

Airgain: To Have A Connected World You Need Antennas

Great industry fundamentals. More things are connected to the internet using more antennas. Airgain (AIRG) has a moat thanks to the 13...