Whenever you’re dealing with a show-me story, there are always risks with investing in a company’s stock. On one hand, investors face the possibility of investing too early and possibly giving up before their thesis bears fruit. On the other hand, there’s always a chance that the company will fail at its efforts, sending its stock plummeting.
In the case of Gogo (NASDAQ:GOGO), we have one fund that gave up on it during Q3 and another that actually added it during Q4. The company announced in October that it was on the receiving end of “unprecedented demand” for one of its new antennas, which it took purchase orders for in late 2024 and launched in 2025.
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