Insider Ideas

Insider Ideas

Share this post

Insider Ideas
Insider Ideas
TUNE - Focusrite Plc -188p

TUNE - Focusrite Plc -188p

2x if it can just return to Covid lows

Insider Ideas's avatar
Insider Ideas
Jun 06, 2025
∙ Paid

Share this post

Insider Ideas
Insider Ideas
TUNE - Focusrite Plc -188p
Share

DESCRIPTION

  • Focusrite PLC is a UK-based holding company for a stable of brands within the audio technology products sector, particularly products relating to music and audio production. Their business model revolves around designing, manufacturing, and selling audio equipment, such as audio interfaces, microphone preamps, speakers, and other related products. They cater to both amateur and professional musicians, producers, and audio engineers. Focusrite and its stable of brands have built a strong reputation for quality and innovation.

  • We see no obvious reason why the business’ earning power has been significantly or permanently impaired, and we suspect that earnings will eventually return to pre-Covid levels and beyond, especially given acquisitions since Covid.

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Insider Ideas
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share