Paid subscribers to Jonah’s Growth Stock Deep Dives receive ~3 deep dives per month (~8,000 words) and ~3 mini deep dives per month (~2,000 words) plus access to my current investment portfolio (up +20.3% in 2024, up +134.7% in 2023 and up +1,180% since January 2020) plus my investment models and daily webcasts.
I also run a Stocktwits rooms where I post about my investment portfolio and my trading portfolio (up +97.3% in 2023) including morning newsletter, daily activity updates, daily charts, market/macro opinions, quarterly earnings analysis, daily webcasts and much more.
Company: Navitas
Ticker: (NVTS)
Website:
https://navitassemi.com/
IPO date: October 20, 2021 (through SPAC)
IPO price: $13.98
Current stock price: $6.38
Outstanding shares: 179.06 million
52-week high: $11.16 on July 05, 2023
52-week low: $4.12 on January 19, 2023
ATH: $22.19 on November 15, 2021
Market cap: $1.142 billion
Net cash/debt: $170 million
Enterprise value: $972 million
Headquarters: Torrance, California, United States
Number of employees: 230+
Average price target from analysts: $10.66 which is 67% upside
In case you missed it, here was part 1 of the NVTS deep dive:
Part 1: Deep dive on Navitas Semiconductor (NVTS)
Paid subscribers to Jonah’s Growth Stock Deep Dives receive ~3 deep dives per month (~8,000 words) and ~3 mini deep dives per month (~2,000 words) plus access to my current investment portfolio (up +18.8% in 2024, up +134.7% in 2023 and up +1,165% since January 2020) plus my investment models and daily webcasts.
Investor Relations: http://ir.navitassemi.com/
Q3 2023 Earnings Report: https://navitassemi.com/navitas-semiconductor-announces-third-quarter-2023-financial-results/
Investor Day (December 2023):
Outline
Introduction
Company Background
Opportunity
Business Model
Competitive Advantages
Risks
Valuation [part 2]
Investment Model [part 2]
Analysts [part 2]
Technicals [part 2]
Conclusion [part 2]
Additional Sources