A collection of stock notes from around the web.
May 7, 2018
Bullish on Axon Enterprises
This MF article
on Axon Enterprises (formerly Taser). Some notes from the article:
Recurring revenues from cloud licensing will be the primary source of growth. Once data is stored in the cloud, switching costs are very high.
Axon just bought out a competitor.
They are expanding internationally.
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