Got this from an article featuring a fundie. BCC fairs very well based on their ‘9 commandments’
1. Besides the JV it’s a very simple business TICK 2. Great industry with a double digit tailwind TICK 3. Not really clear what they mean here 4. I wouldn’t say there is structural change here 5. The ARR model is/will be a game changer providing material cashflow for holders and reinvestment over time TICK 6. Definite TICK here 7. Michael has been adding to his already large holding. Haven’t seen any selling from current management. TICK 8. Some smart diversity of devices and sales channels but they’re in the satellite communications device industry. TICK 9. None of those types here. TICK
BCC Price at posting:
40.5¢ Sentiment: None Disclosure: Held
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