Ubiquiti Networks, Inc.: Forget the Buybacks – Run Fast, Run Far.

UBNT

Summary and Opinion:  With the stock of Ubiquiti on something of a tear lately, the shorts are nervous and the longs are gloating.  Each side has reasons why the other is wrong. Our view is decidedly negative and is based upon our in-depth analysis of the SEC investigation first disclosed by Ubiquiti in February.  Our conclusion is simple, and our conviction table-pounding:  Run fast, run far. 

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-- Probes Reporter®

 

 

Independent Investment Research Focused on Public Company Interactions with the SEC.

Notes:  Disclosure Insight® reports provide commentary and analysis on public company interactions with investors and with the SEC. They are heavily reliant on our expertise in using the Freedom of Information Act.    “Disclosure Games®” is a term we use to highlight those public companies engaging in disclosure practices that in our opinion may be misleading, confusing, evasive, or otherwise lacking the transparency needed for investors to make well-informed investment decisions regarding a potentially material exposure. 

To learn more on our process and what our findings mean, click here.

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