Hey - thank you for the kind feedback. I see no value in complexity for an investment thesis….being able to present complex concepts in an easily digestible format is what investor should try to do :). Thanks again, and please feel free to share this with anyone that might find it useful.
Thanks Dillon! Glad you enjoyed it, Part 2 coming in this week :). Feel free to share this with anyone you think might like it. Thanks again for the kind words.
Thanks! It does have some debt on the balance sheet but overall in a net cash position of ~$200m (I think its about $500m of cash and $300m of debt from memory).
Thoughtful analysis that is also well written and approachable for the novice value investor. Looking forward to reading more
Hey - thank you for the kind feedback. I see no value in complexity for an investment thesis….being able to present complex concepts in an easily digestible format is what investor should try to do :). Thanks again, and please feel free to share this with anyone that might find it useful.
Excellent write up. Can't wait for part 2!
Thanks Dillon! Glad you enjoyed it, Part 2 coming in this week :). Feel free to share this with anyone you think might like it. Thanks again for the kind words.
Great work man! I like how detailed you are in assessing the business.
Thank you, appreciate that feedback! Please feel free to share with anyone (still trying to build up my substack)
A fantastic read! Does GoPro have an issue with debt or anything?
Thanks! It does have some debt on the balance sheet but overall in a net cash position of ~$200m (I think its about $500m of cash and $300m of debt from memory).
Seems like assets can cover debt then! That is a good sign.