Last October, I compared GoPro (NASDAQ: GPRO) with its supplier Ambarella (NASDAQ: AMBA). At the time, I concluded that Ambarella’s more diversified business model, stronger margins, and lower valuations made it the better play.
Last October, I compared GoPro (NASDAQ: GPRO) with its supplier Ambarella (NASDAQ: AMBA). At the time, I concluded that Ambarella’s more diversified business model, stronger margins, and lower valuations made it the better play.