Investing in Fallen Market Darlings
Audinate, a leader in audio networking technology, has seen its stock collapse by 70% in 18 months, with $1.4bn in capital destroyed.
Despite this, the company's balance sheet is ready to fuel growth, and its product ecosystem is more entrenched than ever.
Nothing lasts forever—not euphoria, not despair.
Audinate's flagship platform, Dante, enables multiple high-quality audio and video channels to travel via standard Ethernet cables with ultra-low latency.
- Develops advanced audio networking technology
- Replaces traditional analogue cabling with digital transmission
- Enables multiple high-quality audio and video channels with ultra-low latency
Author's summary: Investing in fallen market darlings requires dynamic thinking.