GoPro
Summary Pros Good balance sheet Valuation is cheap Debt is manageable and not growing Low stock-based comp and dilution Subscription based revenue is increasing Product is good Cons Growth is not consistent Subscription based revenue is less compared to overall revenue Limited product SKU's Competition is more Consumer durable and products will be less attractive during recession What the company does? GoPro, Inc. engages in manufacturing and selling camera and camera accessories. The firm offers a family of cameras, including its cloud connected HERO10 Black, HERO9 Black, HERO8 Black and MAX cameras. Its HERO10 Black camera offers 5,300 pixels (5.3K) video at 60 frames per second, HERO9 Black camera offers 5K video at 30 frames per second, and HERO8 Black camera can shoot video in 4K at 60 frames per second. Its MAX captures video in 360-degrees at 6K resolution and stitches to 5.6K. The company offers a range of mounts and accessories, either bundled with a camera or sold...