GoPro – Apple Meets Under Armour?

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Nutshell
GoPro (GPRO) appears to have a viable strategy to leverage their position in hardware and software in to legitimate media content company. They jury is out though as to whether they can pull it off and if they can indeed drive their margins up using the strategy. Combined with relatively high valuation the situation has attracted interest from both long and short investors. Right now our IV model says the company is getting a valuation in line with successful execution of the strategy and GoPro being able to maintain their growth and lift their margins . . .

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