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Stocks-in-Depth

The Stocks-in-Depth podcast is provided by GARP Research, a provider of institutional equity research reports since 1995. GARP is renown for the granularity of its models and extensive written assessments of competitive threats and vulnerabilities. GARP's investment philosophy is predicated on discovering opportunity through fundamental assessment via intensive modelling, having a wide ranging curiosity about strategic influences, and engaging in person-to-person contact. GARP looks for long-term growth, but it is cognizant of finding value in contrarian situations and wants valuation to be reasonable relative to potential earnings.
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Feb 20, 2016

Shares of Taser International (TASR) retreated dramatically ever since the riots in Ferguson, MO dominated the headlines in early 2015, about one year ago.  Is the decline because of fundamental factors such as Motorola's decision to enter the body cam and evidence management business, or is it more from the passage of an unpleasant psychological milestone in race relations?  Are international cities rethinking their need for conductive electric weapons or body cameras in the wake of the European Union's 911 moment in Paris last November?  

 

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