PLANTRONICS INC PLT S

September 03, 2020 - 3:08pm EST by

member

						2020	2021
Price:		12.05		EPS		0	0
Shares Out. (in M):		40		P/E		0	0
Market Cap (in $M):		480		P/FCF		0	0
Net Debt (in $M):		1		EBIT		0	0
TEV (in $M):		2		TEV/EBIT		0	0
Borrow Cost:		General Collateral

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#	AUTHOR DATE SUBJECT
9	member 4/27/21 3:58PM Re: Re: Anyone have updated thoughts here? 8
Has the story changed at all? Was short post the deal but haven't kept up. Higher level of sustainable demand for headsets with WFH / hybrid work? Has headsets gotten more competitive with TWS alternatives?... login to read the rest view available tags
8	member 4/22/21 10:10AM Re: Anyone have updated thoughts here? 7
I didnt get the short at $13 given optionality and durable business. I do in the $30s. POLY Integration isssues and LOGI competition still there. view available tags
6	member 1/21/21 11:46AM Deferred Revenue?
Great work on this although I'm sure the stock price performance has been frustrating. I wanted to follow up on your points regarding channel stuffing and their reported revenues. It looks like the SEC issued a comment... login to read the rest 1 view available tags
5	member 1/21/21 10:53AM Re: Update? 4
wright13- Do you have any thoughts on Yealink and/or GN Store Nord? Curious how you expect Poly's competition may be impacted by the secular trends you noted. view available tags
4	member 12/17/20 2:02PM Update?
Given how much it has moved and how strong the Q3'21 guide was any update in how you look at this. Clearly the BK in FY21 seems off the table. But I have to imagine... login to read the rest 1 view available tags
1	member 9/03/20 3:58PM Clarification on timing
wright13 - Are you suggesting the correct timing here may not be until after a possible mid-November earnings beat? And that you would only put on the short if the earnings beat leads to an 18%... login to read the rest 2 view available tags

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