Why We're Avoiding Berkshire Grey Stock $BGRY скачать в хорошем качестве

Why We're Avoiding Berkshire Grey Stock $BGRY

#WarehouseAutomation is a $150 billion opportunity, and one pure-play stock is Berkshire Grey $BGRY, albeit one that's quite small. We only invest in leaders, so AutoStore would come out ahead in that respect. We’re more certain than ever that warehouse automation is a potentially worthwhile investment. It encompasses not just AI and robotics, but other enabling technologies like 5G and digital twins. There is a significant TAM at stake. And, as noted earlier, robots don’t unionize and they don’t smoke weed. But whether Berkshire Grey is the right answer to which warehouse automation stock to own is another matter. What's most concerning about #BerkshireGrey stock, aside from their customer concentration risk, is their negative gross margin which means they're not able to build a product that's economically viable. Will scaling revenues make that problem go away? We're not willing to wait around and find out, so BGRY stock is one that we're avoiding. RESEARCH PIECES USED IN THIS VIDEO: 1. Berkshire Grey Stock: A Good Warehouse Automation Stock? https://www.nanalyze.com/2022/04/berk... 2. Berkshire Grey Stock – A Pure Play on Warehouse Robotics https://www.nanalyze.com/2021/03/berk... CHAPTERS: 00:00 Intro 00:36 The warehouse automation opportunity 02:36 Berkshire Grey's product offering 03:49 The Berkshire Grey business model 05:38 Customers and gross margins 09:16 A short runway 12:47 Conclusion ABOUT US: This video is brought to you by Nanalyze, a boutique media and research firm founded by finance professionals with decades of experience. We share insights about #DisruptiveTechnology #investments in a language that is future-proof and easy to understand. Read all the Nanalyze Premium articles you'd like for free! Sign up for a 30-day trial of our monthly subscription with no strings attached: https://www.nanalyze.com/become-a-nan... #BerkshireGreyStock$BGRY #nanalyze