三季报营收增速只有14% 股价暴跌。资产负债表里面,现金大幅减少,存货大量增加,负债率大幅上升。短期是被市场抛弃了。
目前26倍的估值有点贵,打折的话,15倍估值,买入大概60-70左右。
目前未持有。查看全文
mike1632019-03-19 17:19
$思科(CSCO)$ 在网络通讯领域的统治力真强啊,不过华为在交换机 企业路由器 运营商路由器 三个市场段都全面挑战了思科,也是牛了。
细分市场的$Arista Networks(ANET)$ 在数据中心交换机,$Ubiquiti Networks(UBNT)$ 在企业wifi 领域也是很强大的挑战者。查看全文
mike1632019-02-20 21:42
总结一下过去的投资成功案例,例如$Facebook(FB)$ $Ubiquiti Networks(UBNT)$ ,都是在低位买入,后面财报证明ok,然后股价大涨的。
这说明了
1 即使是号称有效性最强美股,市场短期也有可能失效。差别在于市场关注的是短期,而我们更关注长期。
2 低位买入后同样有失败案例,例如simo...查看全文
离白石2019-02-18 12:06
$Ubiquiti Networks(UBNT)$ UBNT 第一大机构投资人Akre 可以是成长股投资人的典范,他买的股只要仍然有高质量,他就多贵也不卖。以“价值”为进入点是可以的,因为可以降低风险,但是不应该因为价格涨了,就轻易减仓,因为股票的价值是不好准确评估的,而上限和下限可以差很远,尤其是高质量的成长...查看全文
离白石2019-02-13 10:14
$HYPEBEAST(08359)$ 業績亮麗,是我在$Ubiquiti Networks(UBNT)$ 以外的第二大倉位。當然還有很多不確定因素,比如大市今後的走勢。查看全文
$Ubiquiti Networks(UBNT)$ 8-K - Current report Filed: 2015-10-16 AccNo: 0001415889-15-003433 Size: 12 KBItem 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers 网页链接
$Ubiquiti Networks(UBNT)$ SC 13G/A [Amend] - Statement of acquisition of beneficial ownership by individuals Filed: 2015-09-28 AccNo: 0001415889-15-003188 Size: 34 KB 网页链接
$Ubiquiti Networks(UBNT)$ SC 13G/A [Amend] - Statement of acquisition of beneficial ownership by individuals Filed: 2015-09-28 AccNo: 0001415889-15-003188 Size: 34 KB 网页链接
$Ubiquiti Networks(UBNT)$ 美东时间 2015-12-16 13:00 Ubiquiti Networks Inc Annual Shareholders Meeting (Estimated) 网页链接
$Ubiquiti Networks(UBNT)$ 10-K - Annual report [Section 13 and 15(d), not S-K Item 405] Filed: 2015-08-21 AccNo: 0001511737-15-000022 Size: 9 MB 网页链接
$Ubiquiti Networks(UBNT)$ 8-K - Current report Filed: 2015-08-06 AccNo: 0001571049-15-006288 Size: 152 KBItem 2.02: Results of Operations and Financial ConditionItem 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Comp...
$Ubiquiti Networks(UBNT)$ 美东时间 2015-08-06 16:30 After Market Close:UBIQUITI NETWRK Earning Release . Wall St EPS Est ($):0.44. 网页链接
$Ubiquiti Networks(UBNT)$ 美东时间 2015-08-06 16:30 After Market Close:UBIQUITI NETWRK Earning Release . Wall St EPS Est ($):0.44. 网页链接
$Ubiquiti Networks(UBNT)$ SD - Filed: 2015-05-29 AccNo: 0001571049-15-004743 Size: 44 KB 网页链接
$Ubiquiti Networks(UBNT)$ 8-K - Current report Filed: 2015-05-07 AccNo: 0001511737-15-000016 Size: 660 KBItem 2.02: Results of Operations and Financial ConditionItem 9.01: Financial Statements and Exhibits 网页链接