technological disruption, page-8

In my experience CPU's Investor Centre is very good from an investors perspective. However, I work for a listed company and see their reports... they are old school... the only thing they are missing is the little strips with holes down the side that you rip off. Their registry system must be decades old.

ASW is a small nimble and very focussed player run by the founder with a big stake in the business. CPU has become bloated, distracted and complacent over the decades and their brand and high switching costs has largely afforded them this luxury. A testament to how good the economics of this business can be once you get a foothold.

I agree with all the sentiments on this thread. ASW is an attractive investment proposition in my view.