August 15, 2019 - 12:34 AM EDT
Inseego's Sell-Off Opens An Opportunity

Inseego's Sell-Off Opens An Opportunity

Shares of Inseego (INSG) have been sliding quite a bit from the highs above $6 recently, and the Q2 figures haven't stopped this, which is a little surprising to us, as 5G has arrived faster than many people thought.

We have a position in Inseego for the SHU portfolio, and it's one of the best-performing stocks (up roughly three-fold), so we're keen to check the progress, as the advent of 5G and the absence of Chinese competition here offer the company a unique opportunity. As a little reminder, here are its main businesses:

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Source: SeekingAlpha (August 15, 2019 - 12:34 AM EDT)