Stock price when the opinion was issued
The chart shows a massive spike up, massive drop, and now recovery in the past year. They likely paid too much for a company in 2022 and were trading at a high PE. He had added shares in 2023-4 after a new CEO started bundling products, focus on margins and integrated companies. Has been doing a good job. He expects them to return to growth this year at 10% organically and 18% EBITDA margins. Looks cheap, half the PE of peers.
Manufactures hardware and software for Internet protocol communications, basically hand sets. This company is doing great things and the outlook appears to be pretty good going forward.