In our last note about Ubiquiti (NYSE: UI ) in December 2024, we described how Ubiquiti was well positioned for a period of sustained, profitable growth. In the subsequent three quarters, Ubiquiti surpassed the high end of ourMichael Huber is the Founder of Lavien and serves as its Portfolio Manager. Mr. Huber is also President and Managing Principal at Quadrangle Group, a private equity investment firm, which he joined in 2000. Mr. Huber has over 15 years of experience in private and public equity investin ...