BUY Asymmetric Investing by Travis Hoium Convicción3/5 Calidad del análisis70/100 ahora
The analyst sees tremendous upside potential in Owlet, despite its high-risk profile and recent CEO change. He highlights its current low valuation (enterprise value to sales just over two), 35% revenue growth, FDA approval for its products, and momentum in both consumer and medical device spaces, particularly with its Babysat product and growing subscription base.
“If you look at the valuation today, I think there's this is just too cheap to pass up.” — ▶ 11:30