Some Interesting Ideas for 2025 - Gogo Inc.
11 months ago
Pound the Rock Investing
"GOGO: 90%+ market share in biz aviation w/ ATG network & 7000+ planes. 40%+ EBITDA margins, 30%+ ROIC. Concerns: 5G delays & Starlink competition. Catalysts: 5G/LEO launch in H2 2025. 15x 2025 FCF = 2x upside. 15x 2028E FCF = $30/share. Strong moat, growing market, 30% penetrated."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Some Interesting Ideas for 2025 - Gogo Inc.
Source:
Pound the Rock Investing
Published:
January 29, 2025
Idea Type:
Stock Idea