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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (59769)	8/20/2017 12:05:42 AM
From: jonnycash	Respond to of 78750

UBNT. I looked at it as well and I'm adding it to my watch list. It's bit pricey for me but a solid business where the value is there. I agree anyone who bought it at 50-55 could very well end up doubling this thing but a more more conservative character might be looking at selling it closer to 70. cheers, JC

To: Paul Senior who wrote (59769)	8/20/2017 10:24:18 AM
From: Graham Osborn	Respond to of 78750

Hey Paul, no worries - it was I who brought it up originally and I'm not planning on selling what I have anytime soon unless the buybacks dramatically change my ratios.

To: Paul Senior who wrote (59769)	9/13/2021 9:59:50 AM
From: Paul Senior	4 Recommendations Recommended By Lazarus petal Sisyphus Spekulatius Read Replies (1) \| Respond to of 78750

Ubiquiti (UI). Sisyfus, Graham Osborn (once a frequent poster here, but no longer) and I had a discussion on Ubiquity (then UBNT). He liked it at the time (2017) when he brought it to the thread. I bought as well after looking. Sometime later short-seller Citron came out with its usual negative article (some fraud with revenue or something). Graham sold on that. He believed he made a mistake in not researching more carefully. I held. Analysts had been, seemed still to be, so positive on the business/stock, and I went with them.). I still have the stock. I haven't looked at the stock in a while. Checking Yahoo metrics now, the stock still seems to be doing very well (good metrics). I could see adding at this point. This is what I believe I have learned (from UI and others similar): If you are somebody young/youngish beginning your investment career (I assume Graham Osborn), and your stock goes against you, it's very painful, it detracts from other opportunities you see. It's just difficult to stick with a loser, when there's some evidence that there's a real problem. Your investment capital is limited and small, so the loss hits you in the face. But if you're older, maybe not wiser though, you can sometimes get past this (the stock drop): 1. Your capital is larger, and maybe like me, you will hold a larger, diverse portfolio. 2. You have capital available for investments and can take a flyer on some stocks for a few shares. A loss would not be a devastation. 3. Because few shares and really small amount invested, you can afford to just wait for time and positivity.