GoGo: A Wide Moat Stock At a Free Cash Flow Inflection? (GOGO)

Chit Chat Stocks · Apr 3, 2024 · 1h 8m

On this episode of Chit Chat Stocks, Brett pitches Ryan on GoGo, an inflight internet provider for private jets. Listen to the full show to see if he is buying shares. On the episode, we cover:

(00:00) Introduction to GoGo and its Misleading Name

(03:02) Background and Financial History of GoGo0

(6:11) GoGo's Exclusive Spectrum and CEO Change

(09:44) Sale of Commercial Operations and Financial Position

(14:06) GoGo's Services for Business Jet Customers

(31:29) Upgrade to 5G and Low Earth Orbit Solution

(35:14) Financial Situation

(39:31) Competition and Moat

(51:58) Cashflow Inflection and…