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My coverage of Fitbit will remain ongoing until Google's purchase of the company is complete.

I originally classified FIT as moving from a Growth toward a GRoDT stock, despite a fairly solid balance sheet.  This is because I saw fitness trackers as a dying device category, and the company's ability to compete in more general purpose wearables as unproven.  Nonetheless, I projected that the company could design best-in-class hardware, and I think the Ionic smart watch bears me out on that point.  Software is another matter, but the acquisition of Pebble (amongst other) assets at VERY favorable terms gave me hope on that front.  Unfortunately, FitBit really failed to deliver in terms of software.  My real-world research on both the Ionic and Versa smartwatches enabled CrowdWisers to be way out ahead in predicting the company's lackluster results as it tried to maintain market share while developing partnerships against competitors with deeper pockets.  That in turn enabled a profitable exit despite the failed growth story.

The situation since then led many to swing trade volatility in FIT, but my experience on Wall St. tells me that is a dangerous game which, over the longer term, usually winds up benefiting Big Money rather than individual investors.  The limited volumes associated with pre-merger arbitrage are an entirely different story, though, and there may yet be substantial opportunities of the sort that emerged with INVN.  If you would like free notifications when this site is updated, feel free to email me.  I do this to help people; so your address will never be shared or used for anything else, and I will delete the mail list entirely once FIT ceases to be independently listed.


Updates:
+1 follow through on expectations13:26 09-Jul-20
-1 Vuzix and Google thoughts13:44 02-Jul-20
?3 Fitbit and other regulatory notes13:11 19-Jun-20
?3 Fitbit & macro update13:05 04-Jun-20
?1 Ebix 1Q20 schedule and India health notes15:51 06-May-20
?3 Vodafone 4Q20 schedule, OLED & new normal implications06:42 04-May-20
?4 Fitbit & Google 1Q20 schedules07:45 27-Apr-20
?2 market calendar and minor news09:42 15-Apr-20
+3 ADP, Fitbit Charge, and more09:06 02-Apr-20
+1 CUI acquisition, jobs, ABB dividend & Vodafone towers official & more09:06 26-Mar-20
+3 Sanders, Biden and Fitbit12:30 11-Mar-20
?3 Super Tuesday and Fitbit arbitrage calendar16:39 03-Mar-20
?1 VOD OMIB and other values16:47 27-Feb-20
?3 Fitbit 4Q19 results and more16:17 20-Feb-20
?3 Fitbit 4Q19 schedule and confirmations18:19 11-Feb-20
?1 India rejects Vodafone & fluff news11:55 16-Jan-20
?1 VUZI OMIBs and other follow-ups11:07 14-Jan-20
-3 Fitbit named in broad patent investigation15:00 11-Jan-20
?1 macro, value and Nokia11:54 09-Jan-20
+2 Himax 4Q19 projection plus CES & more Ebix11:45 07-Jan-20
?1 reaction to Soleimani15:31 03-Jan-20
?3 FIT and record markets13:52 27-Dec-19
?1 looking through December with telecom dividends and Ebix17:59 21-Nov-19
?2 more follow-up on VUZI, CTL and the Fitbit spread10:19 15-Nov-19
+5 Fitbit sold to Google and AMSC 2Q19 schedule09:29 01-Nov-19
?2 Ebix 3Q19 schedule & value down the macro path09:30 29-Oct-19
?1 new AMSC grid proposal, Fitbit 3Q19 schedule and CVA follow-up16:47 22-Oct-19
?3 FIT short squeeze unlikely10:05 23-Sep-19
-4 VOD, FIT and macro follow-up possibilities06:52 01-Aug-19
?1 Vodafone Liberty deal and other unsurprising news07:55 18-Jul-19
?2 Fitbit schedules 1Q19 report and new candidate17:17 16-Apr-19
?1 telecom OMIBs and value update18:37 06-Mar-19
-4 Fitbit 4Q18 results16:30 27-Feb-19
-1 new Resonant licenses and the mobile market09:07 03-Jan-19
+1 Resonant adds a customer, plus CTL, FIT and energy market thoughts09:32 18-Dec-18
-2 energy markets, CUI and global trading10:17 07-Dec-18
+5 Fitbit 3Q18 results16:37 31-Oct-18
?3 Fitbit schedules 3Q18 report17:22 16-Oct-18
?2 pre-jobs report news flush19:04 04-Oct-18
+1 CUI Samson agreement, OMIB and more macro09:37 20-Sep-18
+3 Fitbit Care and Humana10:24 19-Sep-18
-1 Renesas to buy IDT for $49 per share & FIT updates07:08 11-Sep-18
+1 new product, FOMC and CTL thoughts11:22 21-Aug-18
+1 AES LNG terminal the 1st of many? not so fast...14:13 17-Aug-18
+2 Fitbit 2Q18 results16:57 01-Aug-18
?1 minor IDT, Fitbit, CenturyLink and UDC news12:02 23-Jul-18
?2 Fitbit schedules 2Q18 report20:17 17-Jul-18
?1 Fitbit & Google: What Citron Got Right, and Wrong10:30 16-Jun-18
-1 stuff that shouldn't matter08:41 15-Jun-18
?2 mergers, OMIBs, telecoms and rates06:11 14-Jun-18
+1 Fitbit Ace, MVIS, CTL, AES and Bitcoin notes10:29 11-Jun-18
?2 Fitbit, AES and BGC thoughts09:44 06-Jun-18
+2 electronics and the trade war10:03 04-Jun-18
?4 Versa and the Race Against Time20:29 28-May-18
-2 MicroVision schedules 1Q18 report and Fitbit followup18:58 02-May-18
?2 Fitbit 1Q18 results17:07 02-May-18
+4 Fitbit+Google, Resonant 1Q18 schedule and more09:33 30-Apr-18
-3 FitBit outage and GasPT certification05:54 25-Apr-18
?3 Fitbit schedules 1Q18 report19:55 16-Apr-18
+3 Versa and Ace official09:21 13-Mar-18
+1 more product updates: CUI, FIT, IDTI, AES, CTL09:14 12-Mar-18
?2 Fitbit Versa plus competition and pricing notes06:49 09-Mar-18
+1 executive changes09:54 06-Mar-18
?2 macro follow up plus FIT & CUI notes09:31 05-Mar-18
?2 follow up earnings and CEO thoughts19:48 27-Feb-18
-4 Fitbit 4Q17 report16:52 26-Feb-18
?3 Resonant schedules 4Q17 report and more03:16 19-Feb-18
?3 Fitbit acquires Twine Health09:36 13-Feb-18
?3 Fitbit schedules 4Q17 report11:20 09-Feb-18
-3 OLED and FIT followup13:25 24-Jan-18
?4 CES-inspired macro thoughts18:43 15-Jan-18
+1 2018 week two09:56 08-Jan-18
-2 stock pricing notes16:10 06-Dec-17
-5 Fitbit software outlook19:09 03-Dec-17
?3 Fitbit 3Q17 report02:09 02-Nov-17
-4 Fitbit pre-earnings wrap-up and article02:02 23-Oct-17
?3 Fitbit schedules 3Q17 report plus more AMOLED news23:33 19-Oct-17
-3 Ionic review23:40 15-Oct-17
-3 FitBit competition, AES dividend and macro09:27 13-Oct-17
+4 Fitbit part of FDA pilot program13:36 26-Sep-17
?4 Ionic available Oct 1, SDK tomorrow10:26 25-Sep-17
+3 Dexcom Glucose monitoring on Ionic and FIT OMIB09:31 07-Sep-17
?2 another pick list update09:29 01-Sep-17
+5 Fitbit Ionic, Flyer and Aria2 launch09:27 28-Aug-17
+3 an example FIT valuation19:42 21-Aug-17
+3 FitBit potential & CTL explanation00:34 20-Aug-17
+3 Fitbit 2Q17 report17:48 02-Aug-17
?3 FitBit 2Q17 preview and more CTL13:01 25-Jul-17
?1 pick list news and market movements11:23 20-Jul-17
?2 CenturyLink 2Q17 schedule, plus Resonant and FitBit news23:05 22-Jun-17
?4 pick list earnings and schedule23:47 25-May-17
?2 pick list news and pricing11:00 11-Apr-17
?3 pick list news and market outlook14:42 04-Apr-17
?3 stock pricing and the electronics and political horizons09:01 27-Feb-17