I enjoyed reading your write up on BB. It was very detailed and accurate. Do you get into the same depth and detail on each company? May I ask how long yo have been doing this and what is your backgroung. Do you work on your own or do you have any assistants, if so how many? Do you take any positions in the companies you cover? Thanks, Ed
Feels way to fluffy.
This could happen, but the idea of betting on this is a little bit sickening to me. They have a bit of an edge, but the firm has yet to show signs of winning that fight.
Not worth it in my eyes.
I agree with your line of thinking, especially for security. I think, previously, security was often consumer driven. If you wanted an anti-virus for your computer 20 years ago, you would go out and get one. However, consumers were unlikely to buy an anti-virus unless going through the experience of getting a virus on their computer (and the headache that goes with it). So, naturally, consumers avoid paying for security over things like entertainment (e.g. Netflix). However, if hackers take over 10 million Ford vehicles and intentionally crash them, that looks very bad for Ford. So, car security will be driven by companies who can't afford to risk their reputation and future sales. I think this could be an advantage for BB.