Case Study: GTT Communications – Information Arbitrage around management changes and an operational inflection point
GTT Communications, Inc. provides cloud networking services to multinational enterprises, carriers, and government customers worldwide.
We covered GTT because we did not think investors understood how much value that a new management team and a pending acquisition would bring to the company.
We also believed that investors needed to look past the losses the company was reporting at the time, since GTT’s business model centered on high recurring revenues, ‘sticky’ customer relationships, and filling a void across domestic and global cloud networks.
Our analysis justified a short-term a price target of $13.50, which the stock achieved within 7 months after GeoInvesting’s research.
2018-08-13T23:05:58-04:00 April 24th, 2018|Comments Off on Case Study: GTT Communications – Information Arbitrage around management changes and an operational inflection point
GeoInvesting is an investment research boutique in Skippack, Pennsylvania. The GeoTeam's focus is on providing high quality stock market research tools and in-depth due diligence on U.S. small and micro-cap equities and on Chinese companies trading in China and the U.S. We research long and short ideas, and are the leading research boutique charged with helping investors navigate the treacherous China equity universe with a paramount goal to protect portfolios from fraud. Numerous notable media outlets have credited GEO We have been credited with exposing numerous fraudulent companies in China. We have built a reputation in the US small and micro-cap space as champions of transparency.
On the long side, we have also developed a knack for picking stocks that have the propensity to get acquired at attractive premiums to their current prices.
Our team is currently comprised of 13 analysts and traders, and 7 on-the-ground researchers in Mainland China.