ViaSat, Inc. (VSAT): Why Does Hedge Fund Manager Seth Klarman Own This Stock?

Page 2 of 2

Conclusion

Owning ViaSat is a direct play that high speed satellite broadband, a relatively new technology, will grow at a high pace. This is likely why Baupost Group has made such a significant investment. In addition, investors look to ViaSat’s relationship with DirecTV (NASDAQ:DTV) leading to a growing customer base. There are some challenges, including potential competition from Echostar. The second question investor’s face is what is the stock worth? Analyst estimates vary greatly, and until the company can provide guidance, shares will likely trade at a discount as a result.

The article Why Does Hedge Fund Manager Seth Klarman Own This Stock? originally appeared on Fool.com.

Mike Thiessen has no position in any stocks mentioned. The Motley Fool has no position in any of the stocks mentioned.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

Page 2 of 2