GoGo: A Wide Moat Stock At a Free Cash Flow Inflection? (GOGO)
Chit Chat Stocks
Evolution of Business Model and Spectrum Acquisition
Exploring a company's transformation post-commercial internet sale to focusing on private jet services through spectrum acquisition. Details on the exclusive spectrum service for private jets and the technology behind providing internet connectivity akin to Wi-Fi over long distances.
On this episode of Chit Chat Stocks, Brett pitches Ryan on GoGo, an inflight internet provider for private jets. Listen to the full show to see if he is buying shares. On the episode, we cover:
(00:00) Introduction to GoGo and its Misleading Name
(03:02) Background and Financial History of GoGo0
(6:11) GoGo's Exclusive Spectrum and CEO Change
(09:44) Sale of Commercial Operations and Financial Position
(14:06) GoGo's Services for Business Jet Customers
(31:29) Upgrade to 5G and Low Earth Orbit Solution
(35:14) Financial Situation
(39:31) Competition and Moat
(51:58) Cashflow Inflection and Upside Potential
(55:07) Management and Trust
(56:53) Valuation and Buying Decision
(59:25) Risks
Stocks discussed: GOGO
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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