Kairos@KairosPraxisI believe $AXON is attractive here but the threat from Motorola is credible and worth keeping an eye on. - $MSI doesn't do tasers, but can sell cameras and evidence software to police departments that already use its radios. - For example, Louisiana State police which has been
Kairos@KairosPraxisBought some shares of $AXON today at $420. The stock is not cheap, but I believe the IRR is reasonably attractive and the stock reaches $750-$800 in 3 years. Some thoughts: - Given their performance in the first half, they grow at 33% this year and 28% in the next few years.