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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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Jan 18, 2019

Mitel has was long relegated to obscurity within the institutional investment community.  However, the discussion in this series of episodes will broadly portray what we find are Mitel’s underappreciated competitive strengths.  In episode 39, we first lay out how Mitel came to be a major, if little known, player in providing cloud telephony services to businesses.

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