A deep value play building a valuable high margin subscription business.
Thoughtful analysis that is also well written and approachable for the novice value investor. Looking forward to reading more
Excellent write up. Can't wait for part 2!
Great work man! I like how detailed you are in assessing the business.
A fantastic read! Does GoPro have an issue with debt or anything?
Thoughtful analysis that is also well written and approachable for the novice value investor. Looking forward to reading more
Excellent write up. Can't wait for part 2!
Great work man! I like how detailed you are in assessing the business.
A fantastic read! Does GoPro have an issue with debt or anything?